In the world of wealth management, one size does not fit all. At Peartree Wealth Management we specialise in increasing your wealth through retirement and investment planning, with special emphasis on pension transfers, consolidation, drawdown planning, divorce and tax efficiency through careful use of appropriate investment tax wrappers, like ISAs, collectives, investment bonds and potentially trusts, with the aim of providing you with a bespoke service that specifically identifies your objectives and works to meet your needs.
We listen and learn about you and your personal circumstances to understand what you want to achieve both now and in the future. Once this is clear, we develop a comprehensive strategy and plan to help you achieve your goals and increase your chances of a successful outcome.
Our clients have diverse backgrounds in industries such as accountancy, law, surveyors, media and business people, who are often successful executives, entrepreneurs or retirees.
Whatever your background, we know that you want to be advised on wealth preservation and growth by a reputable, trustworthy and professional firm who can provide you with a financial strategy that is clear, cost effective and flexible enough to change in line with the markets and your circumstances.
We are pension experts and the principal adviser holds the CII Chartered Financial Planner qualification as well as FCA Pension Transfer Specialist designation, so whatever your requirements, we can provide a clear, concise and transparent service that will make the most of what is one of your most valuable assets.
Once we have ascertained a strategy that's best for you, we can help manage your pension and investment strategies, aligned to the amount of risk that you want to take, ensuring that it has the longevity to provide you with a steady income for life and more.
Peartree Wealth Management Ltd, 23-25 Lower Street, Essex, Stansted, CM24 8LN
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