We can help you with:
- investment management
- wealth preservation
- pension and retirement planning
- pension fund management
- life assurance
- long term care
- tax mitigation
- investment and protection review
We can offer you a comprehensive financial planning service by tailoring our advice to your individual circumstances and financial objectives. We take pride in the fact that we are completely independent of any financial institution and will always have your best interests in mind.
We can provide you with broad advice in all areas of financial planning including investments, pensions, life insurance and long term care. Our advisers are highly qualified and hold specialist qualifications in the areas of investments, pensions, portfolio management, long term care and taxation and trusts.
We will work closely with our Tax and Estate Planning team to give you a complete financial planning, Wills, succession and tax planning solution.
Our aim is to build a long term relationship with you, unlike many organisations who simply wish to transact business. Because investments need to be kept under regular review, and circumstances can change, we aim to keep in touch with you regularly to make sure that the arrangements are still right for your objectives.
We have no ties to any insurance or investment company and our advice is completely independent.
Get in TouchMark Beaney, Senior Investment Manager and Chartered Financial Planner
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"Whitehead Monckton worked as a team to bring both knowledge and experience to the table, ensuring that I was fully informed throughout the process."- Highland Investment Co Ltd