Whether you are contributing to existing pensions and savings, reviewing existing plans or already drawing an income, we can help you enjoy the retirement you deserve. If you are worried about inheritance tax, we can help you explore and identify the best options to secure the financial future for your family.
Absolute Wealth Management are expert, independent financial advisers, authorised by the FCA (Financial Conduct Authority). Based in Westbury Park, Bristol, we provide clear and comprehensive financial advice and guidance on savings, pensions and investments.
Absolute Wealth Management are expert, independent financial advisers, authorised by the FCA (Financial Conduct Authority). Based in Westbury Park, Bristol, we provide clear and comprehensive financial advice and guidance on savings, pensions and investments.
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Absolute Wealth Management was originally formed in 2006. Pete McBride and Simon Harnaman have over 50 years combined experience in the financial services industry, having worked for large financial institutions, before starting their own independent financial advice firms. They wanted to be able to offer clients comprehensive and impartial financial advice on savings, pensions and investments.
Can you imagine having a relaxing spa experience for you and your partner, or maybe dinner for two in the award winning restaurant? When you recommend us to one of your friends, who then becomes a client, we will send you a voucher worth 100 to spend at the Lido in Clifton, Bristol as a thank you for your recommendation.
With only 5 to 10 years before he retired, and multiple pension policies Clive wanted to be sure about how much income he would need to retire and where it would come from. After successfully setting up a business with two other directors, Claire Wilson wanted to obtaining alternative investment options for her business.
Over the years we have helped clients take control and understand their financial future, allowing them to gain financial clarity. Here are just a few of testimonials from our clients. We originally engaged Simon to review Gillian's pension arrangements which were, to say the least, protracted and complex.
Welcome to the news and views from Absolute Wealth Management! We have a passion for all things financial and want to share the most exciting insights with you to help bring some financial clarity into your life! The age you can access defined contribution pensions is rising from 2028, which could affect your retirement plans.
