Premier Wealth Management based in Birmingham, UK

Services

What we can offer you

Our range of Wealth Management services are designed to offer you a highly personal service that is tailored around your goals and individual needs. We align your dreams, goals and plans with an actionable plan and regular reviews to offer our clients peace of mind.

Wealth Management services

Legacy Planning

We will design and implement a plan to make the most of your wealth, not just for the rest of your life, but to work for your family and loved ones over generations.

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Charitable Trusts

We can help move assets into a charitable trust, ensuring they deliver against your objectives, pay fewer tax consequences and benefit the people you want the benefit from your wealth.

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Retirement Planning

We'll help you plan for the day you leave work and make the most of your pension and other investments so you can enjoy the retirement you deserve.

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Inheritance Planning

Also known as Estate Planning, we can help you to secure your family's future by ensuring that your assets are managed effectively.

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Tax Planning

Paying unnecessary tax can make a big hole in any retirement or investment plan, but we can help reduce your tax liabilities, meaning you get to keep more of what you earn.

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Long Term Care Planning

Thanks to the wonderful NHS, the UK doesn't currently have any providers of Long Term Care Insurance, but there are things you can do to plan for the additional quality care you desire and deserve.

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Services for Entrepreneurs

Protecting your future

Successful entrepreneurs often have unique financial needs, from tax planning, to how the wealth tied up in their businesses is handled. We can help you plan, not only for the future of your business but in protecting your separate, individual financial future.

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Planning your exit

Selling a business is often the culmination of decades of hard work and sacrifice. Properly preparing for a business exit will vastly improve your chances of achieving a fair value and a smooth sale. You only sell a business once, let us help to make it count.

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Still not sure?

It’s a complex financial landscape, we know that. That’s why we demystify Wealth Management with our personal service. Get in touch and we’d be happy to talk things through with you.