Wealth Management

We offer a unique Wealth Management Service tailored to your individual requirements. For all levels of the Wealth Management Service, you will be able to choose a member of the Wealth Management Team who help you to review every aspect of your personal financial affairs ensuring you can maximise on opportunities and of course your wealth. A free Financial Helpline will also be made available to guarantee contact with us at all times. Our Services include:

• Tax Compliance
• Integrated Tax Planning
• Tax Mitigation Strategies
• Financial Services
• Pensions Advice
• Lifestyle Protection
• Employee Benefits and Share Incentives
• Cash Management
• Mortgages and Borrowing Advice

We can help you get in control of your financial situation, offer Safe Storage of your irreplaceable documents and prepare a personal balance sheet giving you the “big picture” in one simple, easy to understand document. For further details on any of the Wealth Management Services contact Derek Carr on 01223 728304 or email dcarr@pem.co.uk