ACCESS | WEALTH | MANAGEMENT
- STATION HOUSE, STATION ROAD
NE41 8HR WYLAM, NORTHUMBERLAND
Phone: 01661 853838
Fax: 0808 280 1351
E-mail: Send messagewww.accesswealthmanagement.co.uk
Short profile:
Personal wealth management practice which offers independent, personal holistic advice in the areas of lifestyle planning, financial planning, pensions, retirement planning and investing effectively, paying less tax and risk management strategies, in relation to Life Assurance, Incapacity Insurance and Long-term care requirements.
Detailed description:
We are a wealth management practice which offers independent, personal holistic advice and support to professionals and business owners, or wealthy through retirement, or inheritance. At access wealth management, we believe in working together with you, to ensure you have a clearer understanding of where you are today and what is required to prepare you for the future, which will help you to make smarter decisions with your wealth. Your first two meetings are without charge or obligation to enable you to explore and establish whether you feel confident and comfortable with our ongoing consultative wealth management services.
These include discovering and prioritising your personal and financial goals and objectives to work out what you want your money to do for you. Providing understandable, commonsense recommendations and managing your wealth strategy over time.
We do not promise you the earth, just realistic outcomes. Our Investment strategy comes from doing a few things exceptionally well and our philosophy is about making decisions that improve your chances of success.
Keywords:
Financial Adviser, Independent Financial Adviser, Independant Financial Advisers, Life assurance and pension consultants, Investment specialists, Wealth management and Investment specialists, Financial planning, Passive investment management, Risk profiling, fee based.