The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
At Renton Wealth Management we don’t just offer holistic financial advice in the areas of pensions, investment, protection, inheritance tax, estate and retirement planning but we offer a trusted partner who puts you at the heart of everything we do.
For many people financial services are seen as complex and scary but through our tried and tested process, we take the time to fully understand you and your current financial situation, listen to your goals and work together with you to make the right strategic plan for you.
Our aim is to build and maintain a long-term relationship with our clients by understanding their individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations.
Instead of getting bogged down in jargon our aim is to deliver a clear plan to meet your objectives. You won’t find sales targets and pinstripe suits here, just good, honest and friendly financial advice.
We believe trust, communication and honesty are the most significant parts of the relationship.
We are part of the national IFA firm 2plan Wealth Management Ltd.
We provide in depth analysis of your current situation, and can provide planning projections for estimates of income in retirement, and help you work to achieving your goals. This could involve protecting your family against death or illness, saving for school fees, saving for retirement, and also how best to structure your pension arrangements when you reach retirement. At this stage, it is also common to advise on strategies to ensure as little Inheritance Tax as possible is paid on death.
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