Cowley Road, Cambridgeshire, CB4 1UNMake an enquiry
R W Wealth Management Limited is an appointed representative of Vision Independent Financial Planning, and award winning firm of financial advisers.
Advising personal clients on investment, retirement, inheritance tax and protection planning.
Investment Planning - growing and protecting wealth, including OEIC's, ISA's, Discretionary Wealth Management, Offshore and Onshore Bonds.
Tax efficient vehicles - Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), ISA and pensions.
Retirement Planning - Building up retirement funds, taking retirement benefits via annuity or drawdown. Consolidation of existing arrangements.
Inheritance Tax Planning - Use of trusts, management of existing trusts, working closely with your solicitor and/or accountant.
Protection Planning - Mortgage and family protection, protecting lifestyle and liabilities.
*Mortgages - Property purchase, remortgage and equity release
*via 3rd party brokers - existing clients only
As an Independent Financial Adviser I providing my clients with a bespoke financial planning service from the Whole of Market.
I am passionate about building strong long-term relationships, understanding my client’s individual needs and I’m committed to helping them achieve their financial strategies and objectives. I believe it is important to conduct regular ongoing face to face reviews and most importantly, to make sure things are explained in simple terms.
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