We believe that your hard earned wealth should last a lifetime. Whether your building your pension pot, approaching or enjoying your retirement it is vitally important to make sure you have a Plan for your pension funds. The investment world often seems daunting and very confusing. We believe in keeping things simple and cost effective.
We build low cost, tax efficient portfolios that are created to suit your personal circumstances so you have the best possible chance of achieving your goals. Having built a lifetime's worth of wealth you want to know that it will be passed to the people you love both quickly and also intact. The thought of the chancellor of the Exchequer taking a slice of your estate before your loved ones are allowed to isn't a very pleasant one.
We build low cost, tax efficient portfolios that are created to suit your personal circumstances so you have the best possible chance of achieving your goals. Having built a lifetime's worth of wealth you want to know that it will be passed to the people you love both quickly and also intact. The thought of the chancellor of the Exchequer taking a slice of your estate before your loved ones are allowed to isn't a very pleasant one.
Services
Based in the heart of the cathedral city of Lichfield, Enhance Financial Planning offers advice to families, business owners and trustees. We have over 40 years' experience in the financial services industry, working with clients in all aspects of financial planning. Investment Planning - establishing a sensible investment portfolio that reflects your personal goals.
Having built a lifetime's worth of wealth you want to know that it will be passed to the people you love both quickly and also intact. We call this Protecting Your Legacy. When the time finally comes for your family to inherit your wealth it is vital that they are the recipients and not the Chancellor of The Exchequer.
