Galleon Wealth Management has been helping people across Ipswich and Suffolk with their financial affairs since 2002. When you are approaching retirement, or thinking about how you want your assets to benefit your children, there are so many options available to you that it can become overwhelming.
Our aim is to take the stress away and discuss your options in a way that cuts through all the jargon and gives you the best possible return on what you decide to do. Your money and assets should be there for you to enjoy, not to worry about. This is why we give you impartial, friendly and professional advice, so that you can plan for your future and enjoy your life.
Our aim is to take the stress away and discuss your options in a way that cuts through all the jargon and gives you the best possible return on what you decide to do. Your money and assets should be there for you to enjoy, not to worry about. This is why we give you impartial, friendly and professional advice, so that you can plan for your future and enjoy your life.
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I have been involved in the financial services arena since leaving school in 1982, and began working as an Independent Financial Advisor (IFA) in 1998. I hold the Diploma in Financial Planning, a member of the Personal Finance Society (PFS) and have committed to their stringent code of ethics and professional conduct.
Estate planning can be a confusing business, so Galleon Wealth Management aims to help people across Rushmere St Andrew, Ipswich and Suffolk to get to grips with their plans. Contact us today to learn more. An Absolute Trust offers trustees the clarity on who is to benefit from the trust where they do not require any access to the trust fund.
There are many different investment asset classes that Galleon Wealth Management can assist clients with, and these can be held within a number of tax efficient vehicles e.g ISA's. Invests in short-term deposits managed actively in the UK money market, achieving higher potential returns than those available via normal deposits.
At Galleon Wealth Management, we understand how difficult it is to work out pension options if you live in Rushmere St Andrew, Ipswich, or the wider Suffolk county. A Stakeholder Pension is a long-term investment that helps you build up a sum of money that can use to provide yourself with an income in retirement.
Our aim at Galleon Wealth Management is to offer people across Suffolk the opportunity to manage their money and a way that suits you best. There are plenty of different options for you to choose from, which can be confusing and time consuming. We aim to cut through the jargon and give you real, credible advice given to you in terms you can easily understand, so that you can make an informed choice.
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Richard Bradley
Oct 13, 2021
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