01253 293 106 info@fyldelaw.co.uk
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Financial Planning Services

Fylde Law Wealth Management can provide advice on a wide range of financial planning matters to individuals, trustees and companies. Our advice will be tailored towards your specific financial needs.

Areas of expertise include:

  • Investment planning
  • Care Home Fee planning
  • Retirement planning
  • Inheritance Tax (IHT) planning

These services can be used in conjunction with the highly regarded services of our Wills, Trusts and Probate & Estate Management departments, providing a "one stop shop" for high net worth estate management.

We can provide advice on a wide range of financial planning matters to individuals, with all advice tailored to your specific financial circumstances, needs and objectives. If you would like to have a free, no obligation initial meeting with a Fylde Law Independent Financial Adviser (IFA), please contact Ben Harrison on 07969 379 985, to arrange a meeting.

Wealth Management Service

Fylde Law Wealth Management pride themselves on offering only the best financial advice services, courtesy of their professional, highly experienced financial advisers. They understand that when it comes to wealth management, clients want clear and honest information that is tailored to their specific circumstances.

That’s why they take the time to listen to your current situation and understand your personal objectives - they fully respect that your financial goals are as individual as you are. They will talk you through every stage of the financial planning process, enabling you to make the right choices that will set you on the path to a more secure financial future.

Pension and Retirement Planning

Pension and retirement planning is an important element of your wealth management and financial planning strategy. After you’ve spent your life working hard to provide for yourself and your family, you deserve to look forward to a happy retirement where you can relax and enjoy the fruits of your life’s labour. Pension and retirement planning can be a huge worry for those who feel that they may have left investing for their old age too late.

By seeking advice from Fylde Law Wealth Management, you can help to reduce the worry and start making plans for your retirement.

Lump Sum and Offshore Investments

A lump sum or offshore investment gives you the opportunity to make sure that the money you’ve worked hard for is working hard for you in return. Fylde Law Wealth Management can help you to make sound investment choices that could see a positive return on your invested funds. Many people use their bank account to build their savings, but with interest rates so low at present, once you take inflation and rising living costs into account, it is often the case that these savings are standing still at best.

With this in mind, the most effective wealth management solution is to use your lump sum of money and invest it intelligently. Lump sum or offshore investments mean that instead of being inactive, your money has the chance to build and grow – giving your personal finances a welcome boost.

Protecting your Family

There are many things that you need to consider when planning your wealth management strategy and life assurance and critical illness are two very important elements of your overall wealth management plan. Life assurance and critical illness plans are sensible solutions to ensure your loved ones needs are met in the event of your death or critical illness.

Fylde Law Wealth Management is an appointed representative of Moore and Smalley LLP who are authorised and regulated by the Financial Conduct Authority.

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