01833 690202


Is your wealth protected?

Do you want to leave a lasting legacy for your family – not the taxman?

Do you want to invest your wealth and build a robust portfolio that will stand the test of time?

Then come and talk to us. We’ll look at where you are now – and where you want to be in 5 or 10 years time. Once we understand your goals, we can help you put a plan together that will give you long term peace of mind.

We provide practical, sensible advice to help you understand the complexities of the financial marketplace and advise you on the best ways to maximise and protect your wealth. This includes:

  • Retirement planning
  • Succession planning
  • Estate planning and Inheritance tax
  • Lifetime cash flow and financial planning
  • Wealth protection and life insurance
  • Corporate pensions
  • Key man and shareholder protection
  • Our approach is based around regular review meetings, planning and providing practical advice in a clear and understandable way. What’s more, our links with other specialist teams, including investment, trusts and tax planning mean that your wealth is under constant review – and that means you can sleep easier at night.

     

    Get in touch with Addison & Co
    Contact us

    For an informal, no-obligation chat about how we can help to protect and manage your wealth, contact us today