Independent financial planning and wealth management from highly qualified and experienced advisers with simple and transparent fees.
- Cash Flow Modelling (Financial Life Planning)
- Discretionary Fund Management
- Savings & Investments (onshore/offshore)
- Environmental & Social Governance (ESG) Investing
- Specialist investing (EIS, VCT, AIM & Structured Products)
- Investment Review Service
- Retirement Planning (accumulation/decumulation)
- Pension Review Service (all pension types)
- Inheritance Tax Planning
- Intergenerational Financial Planning
- Trustee Investment Advice
- Corporate Financial Planning
- Financial Planning for Company Directors
- Wealth Protection & Lending
Officium Private Wealth Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107. Officium Private Wealth Ltd Companies House Reference - 13324577
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