We say trust is based on telling it like it is, sound judgement, like-minded goals and proven expertise (with a fair share of intuition thrown in). All our protocols at Freedom Wealth are based on transparency so you know exactly how we work, what you're paying for, and what service to expect in return. Above all, we never forget we are dealing with the future financial security of you and your family.
Services
Our fees for initial advice, reports and on-going service are agreed in writing, up front. We are a small independent firm offering a highly personal service and face-to-face financial advice. Whether you are an individual investor or a business, we have the qualifications and experience to give you the best advice.
In today's modern world with unpredictable world events, volatility in financial markets and political instability, keeping your investments and pensions diversified and your financial planning fluid and flexible has never been more important. That's why we strongly recommend our on-going advice in order to protect the wealth you have accumulated and make your pensions and investments work every bit as hard as you have.
Freedom Wealth provides a range of financial advice for limited companies, partnerships and sole traders. We can also work in partnership with your other professional advisers, such as your accountant, to make sure your financial planning fits with your tax planning. Company directors, partners or sole traders often do not have the time to manage their personal financial affairs as they are focused on the success of their business.
Given improved life expectancy, retirement can now easily last 30 years. This is great from one point of view, but increased life expectancy means you will be relying on your pensions and savings for longer and there is perhaps a greater need to fund for care costs in later life.
It has never been more important to seek professional financial advice as you approach retirement and make big decisions on how to access your pension and fund your retirement.Recent pension freedom legislation has given people a wider choice of how they can access their pension funds when they retire.
It has never been more important to seek professional financial advice as you approach retirement and make big decisions on how to access your pension and fund your retirement.Recent pension freedom legislation has given people a wider choice of how they can access their pension funds when they retire.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998 and GDPR Regulations 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
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