Your future can be built on a foundation of freedom, security, legacy, and financial planning. You need a team that can be trusted with your goals and who also understands them for this reason. We want to help you reach a place where you can enjoy life, content knowing you have a structured, tax-efficient plan in place, whether you are just beginning your financial journey, wanting to consider investing for your future or planning your coming retirement.
Our chartered accountants work independently and are not affiliated with any financial services, products, or even those we offer. This implies that your Wealth Planner can provide you with objective, thorough financial guidance regardless of your life stage through a clear, transparent partnership.
Your financial needs and current circumstances, including any business interests, will be considered by your wealth planner. To preserve, increase, and pass on your wealth as tax-efficiently as possible, they will use their knowledge and experience to develop a wealth planning strategy for you. Your financial plan will be routinely reviewed by you and your committed financial planner, along with your savings and investments, to ensure everything contributes effectively to achieving your goals, both now and in the future.
Each of our services is customized to meet your immediate and long-term needs. Our experts can help you whether you need guidance on pension planning, managing your Lifetime Allowance risk, personal cash flow planning, inheritance tax preparation, or later-life planning.
Our financial planning offerings include the following:
● Retirement Advice: Be confident in your retirement, aware of your possibilities, and get the work done for you.
● Investment Guidance: Build a portfolio or upgrade an existing one according to investment advice. Our advisers can assist you by selecting assets to help you reach your goals.
● Inheritance Tax: Our experts’ familiarity with inheritance tax laws will enable you to leave as much money to your loved ones as possible.
● Long-term Care: We can assist you in making a plan for how you’ll pay for care, giving you peace of mind that you or your loved ones will receive the best care available.
● Consolidating Pensions and Investments: Get assistance when deciding when, if, and how to consolidate your investments into one location for your pension and investments. This decision is frequently difficult. Gain more self-assurance and a clearer understanding of your situation.
No matter how complicated your finances or personal circumstances may be, we have the knowledge and industry-leading resources at our disposal to give you intelligent, futuristic guidance that is specifically catered to your needs. Before making any advice, our chartered accountants thoroughly consider your overall situation and plan. They will inquire about your situation and review your service selection to ensure that it is appropriate for your risk and goals.
Financial planning does not have a “one size fits all” answer; our service is tailored specifically to you. With regular support, you can require sporadic guidance on a subject like a retirement or a detailed financial plan. No matter what your financial planning needs are now or in the future, WAYFINDERS Consulting is ready to be your guide. You can speak with us on the phone or come to one of our nearby offices to work with us and get your finances where you want them.