Premier Wealth Management based in Birmingham, UK

Wealth Management

Managing your peace of mind

Our comprehensive range of Wealth Management services help some of Birmingham’s wealthiest and most successful entrepreneurs, families and charities. 

We want to make your financial decisions intentional. We always begin with conversations designed to help us understand your needs and goals, and then use our wow process to keep regular touchpoints. We align your dreams, goals and plans with an actionable plan so you can be confident your financial affairs are well managed now and in the future.

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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Want to know more?

We’d be happy to talk things through with you, and show you what our long-term clients experience when working with us. We aim to demystify Wealth Management with our personal service, so get in touch today.