Range of advice
Our range of advice
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.
Inheritance Tax & Estate Planning
Few taxes are quite as emotive – or as politicised – as Inheritance Tax. It is not just for the wealthy landowners as it once was, nor is it just for the very rich superstars of today but as house prices continue to increase it is a consideration for us all.
Mortgages are possibly the largest single transaction in most people’s lives. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is more than simply accepting a lender’s offer, it is a case of finding and selecting the most suitable deal within a confusing and constantly changing market.
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.
Number ONE, The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ
Tel: 01747 859 411 • Fax: 0870 460 1279 • Email: firstname.lastname@example.org
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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