WEALTHWEST.CO.UK

Chartered Financial Planner in Bristol | Wealth West

We live and work in your local community, right on your doorstep, so we can get to know you and help you face-to-face whenever you need us. We pride ourselves in maintaining a high level of personal service throughout your life so we can keep you on track whatever happens. We have Chartered Financial Planner status and Fellowship with the Personal Finance Society. The highest possible technical accreditation and award. Chartered Financial Planner in Westbury on Trym. Our retiree clients love the old-fash...

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Chartered Financial Planner in Bristol | Wealth West | wealthwest.co.uk Reviews

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We live and work in your local community, right on your doorstep, so we can get to know you and help you face-to-face whenever you need us. We pride ourselves in maintaining a high level of personal service throughout your life so we can keep you on track whatever happens. We have Chartered Financial Planner status and Fellowship with the Personal Finance Society. The highest possible technical accreditation and award. Chartered Financial Planner in Westbury on Trym. Our retiree clients love the old-fash...

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Chartered Financial Planner in Bristol | Wealth West | wealthwest.co.uk Reviews

https://wealthwest.co.uk

We live and work in your local community, right on your doorstep, so we can get to know you and help you face-to-face whenever you need us. We pride ourselves in maintaining a high level of personal service throughout your life so we can keep you on track whatever happens. We have Chartered Financial Planner status and Fellowship with the Personal Finance Society. The highest possible technical accreditation and award. Chartered Financial Planner in Westbury on Trym. Our retiree clients love the old-fash...

INTERNAL PAGES

wealthwest.co.uk

1

News | Wealth West

http://www.wealthwest.co.uk/news.html

Lifetime ISA Now Available to Help First Time Buyers. Savers under 40, or those who want to gift to their (grand)children under 40, now have the option of a Lifetime ISA when saving for a deposit for a first home. Wednesday, April 12, 2017. Reduction In Dividend Allowance Likely To Affect Retirees. The tax free dividend allowance is reducing from 5,000 to 2,000 per year from April 2018, which is likely to reduce the tax efficiency of the investments of many retirees. Wednesday, March 15, 2017. Latest Nat...

2

Our People | Wealth West

http://www.wealthwest.co.uk/our-people.html

Richard Higgs BA (Hons) CFP FPFS. Richard is passionate about helping clients and giving back to the community and this lays at the heart of Wealth West. He has exceeded the FCA's academic requirements by not only qualifying as a Chartered Financial Planner but also becoming a Fellow of the Personal Finance Society. One of only a select few in the industry who have reached this level of technical knowledge and academic achievement. Sheryl Medlicott BA (Hons) DipPFS. Sheryl has wide-ranging responsibiliti...

3

Savings Plans | Wealth West

http://www.wealthwest.co.uk/savings-plans.html

We can recommend savings plans to help save for future expenditure like the rising costs of private schooling or university fees or perhaps a wedding or holiday home. We can recommend savings plans to help save for future expenditure like the rising costs of private schooling or university fees or perhaps a wedding or holiday home. Join Our Mailing List. How to make the most of your money, whether saving for a deposit for your own first home or helping your children to purchase a property. We have a pers...

4

Pre-Retirees | Wealth West

http://www.wealthwest.co.uk/for-pre-retirees.html

Many busy working people prefer to have someone close-by - so they can call on help just when they need it. Because we live and work in the local community, it means we can answer those pension or investment questions or recommend timely actions when ever you need us to - all on a face-to-face basis. Popping round to take you through all that pension paperwork or update you on the latest pension legislation is an extremely valuable part of our service. Our knowledge and technical expertise far exceeds th...

5

Pension Planning | Wealth West

http://www.wealthwest.co.uk/pension-planning.html

We can pull together a cohesive consolidated pension plan for your retirement ensuring you know exactly what you need to do to get the retirement you want. We can pull together a cohesive consolidated pension plan for your retirement ensuring you know exactly what you need to do to get the retirement you want. We can give advice on the tax regime surrounding pensions and how best to grow your pension pot as tax efficiently as possible. Taking An Income From Your Pension. 1 We will explain to you in plain...

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