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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>
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.
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