Wealth Management

Wealth Management

Planning ahead for a more comfortable future

When it comes to investing, most people have a long-term goal – they want a comfortable retirement with enough money to see them through the last 30 or so years after they have finished working. With so many investment products and retirement strategies to choose from, it can be confusing as to which is the right approach for your circumstances. SPF’s team of independent financial advisers can help you accumulate your wealth and then decumulate it, ensuring there is enough available for a decent retirement. We also cover inheritance tax planning so you can help the next generation at the same time.

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Wealth Management contact SPF Wealth Management
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The value of investments may fall as well as rise and you may not get back the full amount invested. Past performance should not be taken as an indicator of future performance.

SPF’s Wealth Management team offers a complimentary initial consultation. If you then choose to take financial advice from us, we will always provide you with an estimate of the cost in advance.

SPF Wealth Management is a trading style of SPF Private Clients Limited which is authorised and regulated by the Financial Conduct Authority (FCA).