I have been thoroughly impressed with Axis Wealth Management. On coming to retirement I was overwhelmed with the variety of forms and choices available to me, and found the process very stressful. Axis helped alleviate all the hassle and increase my pension income by over 20% and took care of all the paperwork for me.
We are a Brighton based firm of Independent Financial Advisers (IFAs), that focus on long term customer relationships and giving the best service possible. We utilise modern technology to offer our clients features that make them happy. Please take your time to look around our various services, however if you would like to learn more please do not hesitate to give us a call.
We are a Brighton based firm of Independent Financial Advisers (IFAs), that focus on long term customer relationships and giving the best service possible. We utilise modern technology to offer our clients features that make them happy. Please take your time to look around our various services, however if you would like to learn more please do not hesitate to give us a call.
Services
At Axis Wealth Management Ltd, we work as a team and that one simple fact makes us stand out from the competition. What that means is as well as having a close and personal relationship with your Financial Adviser, you will have a support team of experienced individuals working on administration, report writing and research in order to help you fulfil your objectives.
As your life changes over time it's important to ensure that your financial objectives continue to meet your needs. Axis Wealth Management's approach takes account of business, personal and family circumstances. As well as your available assets, other important factors we take into account are tax considerations, your financial liabilities, your retirement planning and your appetite for risk.
Not everyone pays Inheritance Tax. It's only due if your estate, including any assets held in trust and gifts made within seven years of death, is valued over the Inheritance Tax threshold, currently 325,000 (also known as the nil rate band). The Inheritance Tax threshold has been frozen at this level since 2010.
Your future financial independence relies on selecting the right type of investments and balancing the risks. When looking to invest there are considerable options available, and selecting the right route can seem daunting. At Axis Wealth Management we can help you navigate these tricky waters and find an investment strategy that is right for you.
Faced with finding care for yourself, a relative or a friend is both a daunting and draining experience. The actual process of finding suitable care and sorting out the legislation, not to mention helping your loved one come to terms with the significant changes to their lifestyle can be extremely difficult.
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