Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
The backbone of our Investment Proposition has been honed to give clients a robust and repeatable investment service, built upon consistency and efficiency. This is achieved through a combination of FB Wealth Management Limited’s vast experience in providing financial and tax planning advice, combined with investment expertise that is second to none
Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using FB Wealth Management Limited you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.
We can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.
The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
FB Wealth Management Limited work with you to consider all the options based on your needs and risk appetite. As part of the financial planning process, it is our job to blend the savings vehicles that will yield the most efficient income in retirement. Seeking retirement planning advice and making adequate provision early in your working life is the key to securing not just the kind of future you dream of, but one which will make sure you stay ahead of the basic level of subsistence in your later life years.
The subject of wealth protection can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.
At FB Wealth Management Limited, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. With numerous options available when structuring and preserving your assets, with our advice you can be confident of making the right decisions based on your financial and family situation to best meet your personal objectives
Later Life Planning
We are able to guide you through the complexities of later life, providing advice, information and solutions to all your later life financial needs. Please visit www.laterlifesolutions.co.uk for more information.