Tailored Wealth Financial Management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Unit 6, Helmores Yard, Exeter Street, Teignmouth, Devon, TQ14 8JW
Make an enquiry
Tailored Wealth has been providing first class advice to individuals and businesses for many years with Mark, Jane and Tony having nearly 60 years experience between them.
If you are worried about you retirement planning and how to achieve the lifestyle you desire we can help these become a reality.
If are a shareholder in a business and you are looking for a corporate partner to help with your structure to ensure you de-risk you business we specialise in succession planning and using shareholder agreements, cross option planning coupled with trusts and protection to ensure the future of your company is secure.
We can help businesses use corporate pensions to make significant tax savings and if your looking for a new commercial unit how your pension can be unlocked to realise this.
We can help with how your estate is passed on whether it is a business or your personal estate and you are concerned about the effects of Inheritance Tax - we have a wealth of experience in this area also.
Whatever your financial requirements, putting together the perfect solution for you is always our aim.
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