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  11. LenRose Wealth Management

LenRose Wealth Management

Independent Financial Adviser  Woodland Place, Wickford, SS11 8YB
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FCA authorised
Last authorised 26th July 2021
We provide professional independent financial planning advice for personal and business clients. We cover Protection, Retirement Planning, Investments and Mortgages.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Jonathan Hales DipPFS
Independent Financial Adviser
About us

LenRose Wealth Management is a trading style of Active Financial Partners Ltd who are a national firm of Independent Financial Advisers covering all aspects of financial planning specialising in wealth management for pensions, investments, inheritance tax planning and trusts. We offer whole of market advice and free initial consultations to discuss your financial planning needs. Please contact Jonathan Hales for further information either by phone <phone number hidden> / <phone number hidden> or email - <email address hidden>

Our services

The Financial Planning process is a comprehensive look at what your goals are and how you can achieve them. One area we are particularly proud of is our client proposition for wealth management clients. We can provide proactive management of your personal pensions and investments with quarterly reviews, maximising gains and minimising losses. Are you getting the best return you can on your investments? Inherited some money and need guidance? Have a deferred pension that needs a review? Whatever your financial planning concerns we are here to help.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Woodland Place, Hurricane Way, Wickford, SS11 8YB

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