B3 Wealth Management
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Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Insurance & protection
- Critical illness
- Life insurance
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
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Long term care
- Long term care
B3 Wealth Management specialises in providing bespoke independent advice to successful individuals and corporate clients. We offer a personalised investment management service for both personal and pension investments and offer the full range of tax wrappers available. We are recognised pension transfer specialists and can assist in commercial property purchase through pension schemes.
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