Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.
Components of a successful wealth protection strategy
At Wessex Investment Management, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. While assets can grow over a lifetime, so does the need to consider a variety of products and services to protect wealth for the future. A forward-looking and integrated wealth protection strategy will help ensure a lasting legacy for you and your loved ones.
With numerous options available when structuring and preserving your assets, with our advice you can be confident of making the right decisions based on your financial and family situation to best meet your personal objectives.
Protecting the important things in your life
Wessex Investment Management is on hand to sit down with you and discuss all your requirements and needs – advice that may prove invaluable when protecting the important things in your life.
We can help you deal with the ‘what ifs’ in life such as illness, injury or even death. By thinking about these things now, you can plan ahead and gain peace of mind that you and your family will be looked after financially.
For many, planning for retirement has meant working towards a point in time when you switch from employment to one of permanent unemployment, free of all the stresses, restrictions and routines of working life. A time when you plan to pursue new interests, travel or spend more time with family and friends. A time of financial independence.
Combining our investment philosophy and robust processes we will work with you to define and agree your investment objectives, determine an appropriate strategy and recommend an investment portfolio to satisfy your particular requirements.
Number ONE, The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ
Tel: 01747 859 411 • Fax: 0870 460 1279 • Email: email@example.com
Wessex Investment Management Limited is authorised and regulated by the Financial Conduct Authority and entered on the FCA Register (https://register.fca.org.uk) reference 400509
Registered Office: Number One, Carnegie Road, Newbury, RG14 5DJ Registered in England & Wales No. 4132770. This site is intended for UK investors only. The FCA does not regulate Credit Cards, Will Writing and some forms of mortgage and Inheritance Tax Planning.
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