Making sure that you have covered all of your important financial planning needs isn’t easy. Our sister company, Contractor Wealth, are specialist financial experts who can ensure you have the appropriate planning in place.
You will have a dedicated financial adviser who will work with you every step of the way to ensure that your financial needs are met, so not only is your mortgage dealt with but so are any associated investment needs.
Our partner financial advisers offer professional advice to ensure that you get the plans that are suited to your needs. They can help you to plan your present and future needs based on your individual circumstances.
Contractor Wealth specialises in offering advice for contractors and freelancers, and their knowledge of how you work is extensive, so you can be sure that you are in safe hands with an adviser who understands you and your remuneration structure.
Retirement planning is far too often forgotten, as many people think that there is plenty of time to think about it. However, the reality is that in order to have a comfortable retirement, you should start saving as much as you can as early as possible. Contractor Wealth‘s knowledge of pension planning can help you to make the right choices to ensure that you can enjoy life in retirement.
We know that tax is the bane of your life, so our partner is here to help lift the burden and assist you in your tax planning to ensure that you access all tax allowances and reliefs that you are entitled to. This includes income tax, savings tax and inheritance tax as well as any business taxes that you may be required to pay.
They can also offer investment advice to help you build up funds for a rainy day. Whether you want advice on an investment vehicle for an interest-only mortgage, want an emergency fund for the unexpected, to save for the kids or just to keep a bit back for ad-hoc luxuries, they can advise you on the most suitable investment vehicles for your needs.
Inheritance Tax and Estate Planning is not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested
Financial advice is given by Contractor Wealth Management Limited which is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703 and 440718.
