MB Wealth Planning

Money questions aren’t always fun and everyone has to think about them. How will I afford the retirement lifestyle I want? How do I arrange my finances in a tax efficient manner? How do I best plan for the future to hand a meaningful inheritance down to my children?

These are important questions, but you do not have to face them alone. At MB Wealth Planning, we provide an extensive range of specialist financial planning and tax saving opportunities tailored to your personal circumstances and requirements. You’ll receive expert, independent advice and support across a wide variety of areas – all designed to help you achieve your lifestyle ambitions and goals. With a strong track record in helping our clients achieve clarity and peace of mind with their financial affairs, you can rest assured.

Whether you need advice in securing your retirement lifestyle, growing your investable wealth or protecting your loved ones, we are here to help. Pick up the phone for a friendly, no-obligation chat.

Financial Planning
Financial planning you helps you determine your short and long-term financial goals, as well as create a balanced plan to meet those goals.

Pensions & Retirement
The end of work should not mean the end of life. This is often where it starts! Partner with us, and put your plan in place together.

Investments
Planning is a key element to managing money, especially when investing. It helps you see what is affordable, and needs careful management.

Inheritance Tax
If your estate is over £325,000, there are many IHT traps you need to avoid. Plan ahead to leave as much as you can for your

Workplace Pensions
Many companies do not realise the benefits of setting up a good workplace pension which can benefit both the employee as well as the employer.