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Cornwall-based Financial Adviser Duchy Wealth Management

We aim to provide our clients with impartial financial advice, to help them achieve what is really important to them and those they love.

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Cornwall-based Financial Adviser Duchy Wealth Management | adviser.co Reviews

https://adviser.co

We aim to provide our clients with impartial financial advice, to help them achieve what is really important to them and those they love.

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1

Advice on Investments and Pensions from Duchy Wealth Management

http://www.adviser.co/investments-pensions

Planning for the future with the aim of maintaining and growing our wealth and spending power we can find ourselves investing what can be sometimes a significant portion of our assets. Why is this so? Investments however can see their value fall as well as rise and at times such falls can be significant. In response to this at Duchy Wealth Management we have adopted two bedrock principles. When we recommend and advise upon investments:. Your account provides you with a single point of reference bringing ...

2

Duchy Wealth Management - Our Services

http://www.adviser.co/services

The heart of our service, of our business, is one of ongoing relationships with our clients built over the years upon regular review meetings and contact. It is usual for meetings to take place at your home. This ensures that discussions take place in the context of your own lifestyle and values, and that information is more readily to hand. 8211; Our regular meetings ensure that you stay in control and that your planning reflects any changes in your priorities. Newsletters and Budget Reports. Our invest...

3

Inheritance Tax Planning from Duchy Welath Management

http://www.adviser.co/inheritance-tax

It is possible to take concrete and meaningful steps in the area of inheritance tax planning. We can advise you upon solutions so that you can retain the balance of control and income you wish whilst also addressing the issue of inheritance tax, and the timing of when you wish your assets to be made available to future generations. Important areas such as feelings about risk and timing of transfers are discussed and potential options considered before a plan is put in place. We provide advice to our clie...

4

News and Downloads from Cornwall-based Duchy Wealth Management

http://www.adviser.co/resources

Staying ahead of auto-enrolment penalties. June 14, 2016:. 806 400 Fixed Penalty Notices were sent out, three times as many as had been served in the previous 39 months. Read more. How your income tax bill really has gone up. June 14, 2016:. As ever, if you want to reduce your tax bill, the answer lies in your own financial planning, not the Chancellor’s. Read more. A happy ending for a cautionary investment tale? June 14, 2016:. Are your children eyeing up their inheritance already? June 14, 2016:.

5

Duchy Wealth Management - Our Fees

http://www.adviser.co/fees

We operate on a basis of clear and published charges that are always agreed beforehand in writing. Our initial meeting is at our expense and charges then become payable if it is agreed that we will provide specific advice or an ongoing review service. These would become payable where for instance you ask us to advice upon a new investment. In the case of an investment the amount charged is based on a sliding scale and is detailed in our Client Agreement document . Example Initial Advice Charges. For prov...

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Sample web sites and testimonials: Dovedale Design

http://www.dovedaledesign.co.uk/portfolio

Buckinghamshire-based web designer Dovedale Design Sample Sites. Working Web Sites for Working People. E: robert@dovedaledesign.co.uk. The sites featured on this page all show different aspects of the sites we can provide, as well as some notes on the requirements and specifications of the owners. Showcases Portsmouth-based steel business BS Steels. We have produced also an attractive and informative PDF brochure, which can be updated, sent out to clients, and printed off when required – a good dea...

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Cornwall-based Financial Adviser Duchy Wealth Management

Our aim is to provide our clients with wide ranging financial advice to help them achieve what is really important to them and those they love. Are you looking for a financial adviser that provides:. To know that you are doing the right thing? That provides the trust for frank and positive discussions? To explore every avenue to accomplish what is important to you? We are based in Cornwall and we specialise in serving clients overall assets of more than 1 million. Simon Holdsworth Financial Adviser.

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