Financial planning is about much more than planning your budget. It is a way of planning in advance for those financial milestones in your life. And not only that, but ensuring that whatever happens – expected or unexpected – you remain financially secure.

Carlile Alexander Private Wealth are experts at understanding your financial requirements and offering solutions to help meet your financial goals.

Here are some ways in which we can help:

Investment Management

Investment management is about making sure the money you have now works as hard as it possibly can. Whether you have a lump sum to invest, or wish to make regular savings – or both –professional financial advice can offer you access to investments that maximise your returns and minimise the impact of taxation and inflation. Find out more about Investment Management here.

Pension Planning

Combining existing workplace or personal pensions in one place can make administering your pension easier and offer the best possible prospects for capital growth. Our pension planning service can advise on whether it might benefit you. Find our more about Pension Planning here.

Tax Efficient Investments

Tax Efficient Investments such as EIS and VCTs may help you to reduce or even eliminate Income Tax or Capital Gains Tax. A complicated and high risk area of Financial Planning which requires specialist advice. Find out more about Tax Efficient Investments here.

Life and Critical Illness Insurance

Life and critical illness cover can not only provide for your family’s future financial security in the event of your death, but your future financial security should you be unable to work. Our aim is simple: We take time to understand you and your financial objectives, and then suggest the best ways to achieve those objectives. Find out more about Life Insurance here.

Retirement Planning

Whether it is sooner or later, most people look forward to their retirement. However, maintaining a comfortable lifestyle in retirement depends entirely on the plans you make now. Our retirement planning service can help you forecast what income you need (or want) in your retirement, and put a plan in place to ensure the money is there when you need it.

Estate Planning

Estate planning can not only ensure that your estate is passed on in the way you wish – it can also reduce the impact of taxation to help ensure that more money is left to your family.

For a no-obligation consultation with one of our financial advisers please contact us now.

The value of your investment can go down as well as up, and you can get back less than you originally invested.