FINANCIAL SERVICES

FINANCIAL SERVICES

& Wealth Management

What is Wealth Management?

Wealth, just like your health, must be carefully preserved and looked after. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Therefore, we offer a bespoke tax and wealth management "all in one service" comprehensive service.

Everything we do is tailor made to your personal circumstances. You tell us the problem, we will devise the most tax efficient and reliable solution. 

We fully utilise:
  • Your income and capital tax allowances.
  • We maximise the tax efficiency of your affairs so that your investment returns are the highest they can be.
  • Our service includes Investment (including Individual Savings Accounts (ISAs)) and Pension Planning.
  • We can use Onshore/Offshore Bonds, Self-Invested Personal Pensions, and various Inheritance Tax Planning financial instruments.
  • We can also utilise more sophisticated investment vehicles such as VCT's, EIS and AIM listed securities. Please note that high risk investments are not suitable for the majority of investors.
Investments should be regarded over the long term and should fit in with your overall attitude to risk and financial circumstances. The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. 

We can offer alternative service propositions which may suit your needs, please get in contact with us and we can discuss individual circumstances.

Contact us today, and let us help you manage your finances efficiently and professionally

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Kingfisher Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Kingfisher Wealth Management Ltd is entered on the FS Register (www.fca.org.uk/register) under reference 918861.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial service businesses aren’t able to resolve themselves. To contact the Financial Ombudsmen Service, please visit www.financial-ombudsmen.org.uk
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