Ergowealth
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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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Financial planning
- Wealth management
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Long term care
- Long term care
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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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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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
Ergowealth Ltd, Unit 1, Derwent House, Dedmere Road, Buckinghamshire, Marlow, SL7 1PG
We’re a Chartered firm of Independent Financial Planners working with people across Buckinghamshire and further afield.
Ergowealth was founded in 2014 by a group of financial professionals with a common vision: to provide a truly integrated financial planning service, working to the highest professional standards, to deliver the best possible outcomes for our clients.
Over the years, we have developed a specialism in working with the following types of people:
• People who are planning for retirement. We’ll help you plan for your desired retirement lifestyle and assess your current pension provision.
• People who are retiring now. We’ll help you gain clarity on your financial position and ensure you can live the lifestyle you want throughout retirement.
• People who are already retired. We’ll help you fulfil your retirement aspirations, ensure your finances are sustainable and enable you to leave a financial legacy for your family.
• Business owners. We’ll ensure the financial side of your business complements your personal finances, then help you plan for your future exit and retirement.
• Professional advisers. We’ll provide bespoke financial solutions that address the needs and challenges of both your employees and your clients.
There are many things which separate us from other firms, including:
• We are Chartered. We’re proud to be a Chartered firm of Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status positions our firm amongst the UK’s leading practices.
• We are independent. Our independent status means we can recommend products and providers from the entire market. This gives our clients access to the widest possible range of financial solutions.
• We are experts. Our Financial Planners are experienced, qualified professionals, each of which is supported by a dedicated Technical Analyst and an Administrator.
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