Wealth Management Services

Pension Planning, Investment Advice, Retirement Planning...

As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes”, that was some 222 years ago and yet it still holds true.  Evolution’s Wealth Management team know how busy peoples’ lives are these days.  Financial pressure has always been around us but in the current economic climate it can feel worse.

Our team can help you with a range of services and advice; from a family perspective including areas such as your children’s school and university fees; through to retirement provision, pension planning, investment advice, care fees and inheritance tax (IHT) – all those things we tend to push to the back of our minds but we should be tackling sooner rather than later!
 
Our team can ease some of that strain and provide the best advice for your personal and business related affairs.  For more information see our sector card and if you would like to speak to one of our experts, please see their contact details below.

 

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Our Team		Sector Card
	Ian Kelly Client Partner - Head of Wealth Management Services Tel: 01642 221 331
	Martin Barber Member and Client Partner - Head of Tax Tel: 01642 221 331

 

For more information on Wealth Management Services please contact us.