We are Independent financial Advisors regulated by the Financial Services Authority and we are able to provide a wide range of financial services and to help our clients with various aspects of financial planning.
Once we have a clear understanding of our clients needs we are able to provide ongoing advice with regards to your ever changing circumstances in a clear - no jargon manner.
The partners of Q & A Wealth Management have between them over 35 Years experience in financial services including offshore investments/financial planning etc.
Benefits of an Independent Financial Adviser?
As Independent Financial Advisers Q & A Wealth Management are not tied to any product provider and as such we have access to a wide range of products and services such as:
Pension Planning
When do you want to retire and will your current pension planning provide you with the income you will need?
Retirement options
Are you planning to retire soon - What are your options?
Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection
If you suffered a serious illness or disability would your require a regular income or lump sum?
Investments/Regular Savings
Are you making the most of any spare capital or surplus income which you currently have?
Inheritance Tax Planning
At its simplest, inheritance tax is the tax payable on your estate when you die if the value of your estate exceeds a certain amount. Doing nothing is not an option. Without proper tax planning, many people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate passing to chosen beneficiaries.
If you would like to receive a copy of our Q & A Wealth Management Newsletter "Money Matters" please contact us via our enquiry page.
