Beach with sun lounges

RETIREMENT PLANNING


Making the most of your retirement requires no small amount of forward planning.

To enjoy a comfortable lifestyle upon leaving work for the final time, it makes sense to plan early. Whatever you hope to get from your golden years – a Caribbean cruise, a holiday home in the Cotswolds or simple financial security – we can work with you to draw up a solution tailored to your desired lifestyle.

We’ll identify the route that will maximise your returns whilst minimising the tax you will pay, helping you make the very most of your retirement years.

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Will and testament

ESTATE PLANNING


We all want to pass on our wealth to our family, but without astute planning, more of your money will find its way to the taxman rather than your nearest and dearest.

We can help to mitigate the impact of Inheritance Tax on your estate, be it via lifetime gifts to those close to you, the establishment of trust funds or the transfer of business property. We can also offer advice concerning the drafting and updating of wills.

Time is of the essence, so act now to futureproof your family and your funds.

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Planning investment

INVESTMENT ADVICE


Are you looking to invest for your future, but are unsure where to start?

We have accrued years of experience in that regard, and are perfectly placed to offer you the right advice and products based on your aims and your unique personal situation.

Wealth of Advice can help evaluate risk and return, and ultimately choose the right funds to suit you going forward.

Have a chat with us today to find out how we can work with you to build a strong long-term portfolio that works for you.

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Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call Us

0191 384 1008


Email Us

Reviews and Ratings for Financial adviser Chris Breward, Exeter

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call us
Email us