Family Financial Planning

Planning your finances as a family can help mitigate the eventualities of life and protect the ones you love. By taking the right steps today, means that in the future your family and wealth are protected.  Financial advice can provide you with the key information, that will help to reduce tax bills, pass on wealth at the right time, create wealth for a wedding or celebration.

With thousands of advisors in the UK a it is often difficult knowing which advisor is going to be right for you and your family.
We access to  experienced and qualified wealth managers and financial advisers who have specific skills and qualifications family wealth management.
Our Client Liaison Executive will contact you first to make sure we fully understand your requirements, and then, if appropriate they will book an initial telephone appointment with an advisor.

Get Started Today..

Complete the form below and we will arrange for an adviser to contact you.

By submitting your information to us you are consenting to us contacting you regarding our services.
You can read our full (CLICK) Data Protection Statement

Quality Financial Advisor

Qualified FCA Financial Advice

All our advisors are certified by the FCA.
That means you are protected and assured of getting qualified advice. When you speak to your advisor you can confirm their credentials on the FCA web site.

Expertise And Experience…

Wealth Advice UK helps links you with some of the best and most qualified wealth advice.

You will find that all our advisors are:

  1. FCA Approved
  2. Qualified in specialist areas for example DB transfer advice or IHT planning
  3. Qualified to the highest level
  4. Experienced in handling high net worth investment advice
  5. Have a proven reputation for providing high quality advice.
  6. Are guaranteed and assured by the FCA
  7. Adhere to the strict FCA code of conduct
  8. Provide clear and simple to understand advice
  9. Are accessible and provide regular reports and updates
  10. Are pro-active in working with their clients.

Fast High Quality Support

Soon after submitting your details you will be contacted to to arrange an appointment with a selected wealth advisor.

Do I Have To Have Professional Financial Advice?

You must (by law) get regulated financial advice if you have:

  • Final salary or known as a ‘defined benefit’ pension worth more than £30,000 and you are thinking of transferring it to a defined contribution pension scheme
  • A defined contribution pension worth more than £30,000, and you want to give it up to do something else with your pension savings. A pension, like with a guarantee on how much you will be paid when you retire, is called a guaranteed annuity rate

How Do I Know How Much It Will Cost?

All initial consultations are free of charge. Then, financial advisors are legally obliged to provide a written proposal, which details their fee and then what their ongoing fee’s are. You have the choice to accept or reject there service at no further cost.