Wealth Management

Wealth management can mean different things to different people, so our personal service is designed to work with you and your specific requirements.

At Clive Owen Wealth Management we deliver a personal service focused on supporting your goals and your desire to create, optimise and protect your wealth.

Having a combined team of financial and tax advisers allows us to review, appraise and consider all aspects of capital taxes, such as inheritance tax and capital gains tax, when reviewing your wealth plan.

We aim to develop a bespoke plan to maximise investment return and minimise exposure to capital taxes in order to not only retain wealth of the individual, but increase it.

It is your circumstances, views and experiences that determine how we work with you; the financial planning recommendations we make are therefore always bespoke.

Contact our team today to arrange a discussion about your particular situation.

Investment Advice
• A detailed review of your current portfolio
• Advice on investment strategy, risk and offshore opportunities

Pension Planning

Assistance with selecting the most appropriate pension
scheme for directors, individuals and employees including:

• Auto enrolment
• Personal / Stakeholder Pensions
• Executive and Small Self Administered Schemes
• Occupational / Group Pensions
• Pension Transfers
• Commercial Property
• Pension Review Service

Tax Planning
Practical recommendations to assist with:

• Inheritance Tax
• Trust and Estate Planning
• School Fees
• Income and Capital Gains Tax Planning



 

Business and Personal Protection
Straightforward suggestions to help protect and preserve your business interests and family’s future, including:

• Director Share Protection
• Key Person Assurance
• Loan and Income Protection
• Care Planning
• Critical Illness and Life Assurance

Mortgages
Unbiased advice to help you find the perfect mortgage. Access to the best rates available on:

• Residential buy to let
• Capital Raising
• Commercial Mortgage Placing

What does this mean to you?
• Impartial first class advice
• Wide-ranging product research
• Tailor-made financial solutions
 


You may also be interested in :
Business Tax

Personal Tax
Audit & Accountancy