Wealth Management Services
At Providence Global Finance, we aim to provide all our clients with a wide range of financial services, including an option to speak to a specialist wealth adviser.
Our wealth adviser is on hand to support your personal goals; whether that is to grow and protect your wealth, to secure a financial future for your family, to save for a rainy day, or to help you fulfil your everyday financial needs.
After consultation we will be able to guide you in savings and investments, pensions and estate planning to compliment your mortgage and protection plans.
A Pension and Wealth Adviser can explain the complexity of pension planning and fully outline the types and options that are available to you. We can determine if your pension plans provide the right level of income for whenever you reach retirement and can discuss available personal pensions, self-invested personal pensions (SIPPs), State Pension, workplace pensions and in using your pension to reduce inheritance tax.
We realise that any investment comes with a potential risk. We will help you to determine the investments that will make your money work the hardest whilst balancing the risk that you will undertake, using a range of specialist tools to ensure that you feel comfortable with your options and choices. We will also help you to place assets in the right names whilst using tax efficient investments.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Estate Planning is not regulated by the Financial Conduct Authority