Managing your money can sometimes be a headache and the huge choice of financial products that are now available can often be confusing. Truestone Wellers are an Independent Financial Advisers created by Truestone Asset Management a financial advice business based in the City of London and the members of Wellers Law Group LLP. With joint expertise, the business can provide you with truly independent financial advice with the added assurance that the advisors are authorised by the Financial Services Authority to conduct investment business.
Truestone Wellers can help with:
- retirement planning
- inheritance tax planning
- equity release
- long term care
- life assurance
The following are some typical examples of where financial services are frequently required, over and above routine savings :-
Inheritance Tax Planning & Saving
Do you have an estate which will attract inheritance tax? If so, how can you try to mitigate this liability? Is your family protected if you die prematurely?
Various options arise at retirement. For example, do you take any available lump sum? If you have a money purchase fund, should you buy the annuity or take income drawdown? If pension planning is still in its early stages, do you need to pay higher contributions to achieve your target fund? Which pension do you choose? Do you need to pay into an AVC?
How will any divorce impact on your savings and pension arrangements in particular. How do you get the best price for your endowment if this has to be surrendered?
The range and complexity of financial products available today mean that few people have the time and resources to keep abreast of all the options, or the expertise to choose between competing products. Independent financial advice can help you progress from where you are today to where you aim to be in the future.
If you wish to contact a member of the team at Truestone Wellers please see below for details:
Tel: 020 8290 7995
Fax: 020 8464 9049
Truestone Wellers is a business not regulated by the Law Society. Members of Wellers Law Group LLP are Members of Truestone Wellers LLP and therefore have a financial interest in it and in referring business
Additional links below are to the FSA website and Find an Adviser websites which provide a list of all advisers in order for you to select an adviser of your choice:
For further information about bankruptcy and debt click here to visit the Debt Watchdog website.