Personal Wealth Management

Private Wealth Management

Our expert advisers ensure that your personal wealth is managed as tax-efficiently as possible.

The team at England and Company can advise on methods of extracting profits from your business; remuneration strategies; the making of tax-efficient savings and investments; gifting strategies; planning for your retirement; personal tax planning; and much more.

We also understand the importance of having a comprehensive estate and inheritance tax plan in place. As such, our team will work with you to devise a plan that will be beneficial to you later on in your working life.

Our recommended partners

While the financial services industry is highly regulated, there can be a vast difference between an advisor and a really great advisor. We would be happy to introduce you to our carefully selected list of local financial advisors; all are independent and experienced. We believe they will take on board your objectives and understand how to help you achieve your financial ambitions.

recommended financial advisors

Address

England & Company
7 & 8 Church Street
Wimborne
Dorset
BH21 1JH

Contact

Tel: 01202 880384
Fax: 01202 842814

 

Company Registration Number: 4521252

Registered in England and Wales
VAT: 798123494

 

 


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