Sapphire Wealth LTD

Independent Financial Adviser  Hillside, Bakewell, Derbyshire, DE45 1DG
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FCA authorised
Last authorised 7th June 2021
We offer totally independent financial planning, with an aim to increase your Wealth,and reduce your taxes .
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Rick Wyse DIP PFS CERTCII(MP&ER)
Senior Wealth Consultant
About us

Sapphire Wealth Ltd provides independent wealth management advice to both private and corporate clients who are looking to maximise the potential growth for their investments and pension and reduce the tax payable by careful well thought out planning. We offer a quality personal service and aim to take out the hard work of planning, structuring and managing your financial needs, helping you to achieve your financial goals.

Our services

We guarantee not to take on your project unless we feel we can add value. This may be by way of reduced costs, tax mitigation, better planning, peace of mind or improved performance. If you feel we have not delivered on this promise (after advice has been provided but before the implementation of any plan) we will not charge you a penny and instead you can pay what you feel is fair.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Hillside, The Orchard, Stanedge Road, Bakewell, Derbyshire, DE45 1DG

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