Eighteen Wealth Planning Limited
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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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
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group protection
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Insurance & protection
- Income protection insurance
- Large business
- Life insurance
- Small business
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Long term care
- Long term care
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
4 Laurel Gardens, Locks Heath, Southampton, Hampshire, SO31 6QH
I created Eighteen Wealth Planning Limited so that individuals and businesses could benefit from over 2 decades of experience that I have in financial planning.
Your finances are extremely important. They help to maintain your standard of living and to assist your beneficiaries when you have gone. When you receive advice, in particular when relating to your finances, it is vital that sufficient trust has been established prior to any proposals being presented. I am confident that our professionalism and thorough processes will help achieve your trust.
Primarily we help clients to build wealth so that specific goals can be met and financial security is achieved. Other clients want to ensure that the wealth that has been created gets passed to their beneficiaries and loved ones in the most effective way.
The process we follow is thorough and tailored to each client
Put simply, I offer an honest, trustworthy and professional service. Fees are agreed before any work begins. Initial consultation is complementary.
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