Wealth Management

Wealth Preservation – protecting and growing your wealth

Managing investments, managing your tax and helping you reach your goals is a priority for our Wealth Management team. After a lifetime of work, paying taxes and building your savings and investments, you want to ensure that you shelter your lifetime wealth for your future and as an inheritance for your family.

Our independent Financial Services company, FB Wealth Management Limited, can help you plan and manage your future, preserving as much of your wealth as possible.

We then work with you to devise a plan to help you achieve your goals and with our team of specialist tax planners, independent financial advisers and wealth planners offer you a highly personal service and expertise.

  • Asset Protection Trusts (including your home)
  • Effective use of gifting
  • Low risk and capital guaranteed investments
  • Inheritance Tax effective investments

Your wealth management team

Our wealth management team, recruited from inside the industries of tax and financial services are backed up by qualified and experienced accountants, independent financial advisers and a first rate support team.

To contact our Wealth Management team call us on 0333 11 222 11 or fill in our online contact form.

Follow this link to their website.

FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.  The Financial Conduct Authority does not regulate advice on trusts or taxation.