Wealth and Investment Management and Business Insurance
To make the most of your business and personal finances, we offer a comprehensive financial planning service through JWPCreers Wealth Management Ltd.
We will look at the big picture of your life, including your family and/or business circumstances, and will provide expert advice designed to help you manage your wealth more effectively and tax efficiently to achieve your goals, both in the short and longer term. Our services include:
- personal and corporate investments
- personal and corporate protection plans i.e. life/critical Illness cover
- personal and corporate pensions
- pre and post-retirement planning
- estate planning, to reduce inheritance tax
- school fees planning
For many of our clients, a business is a central part of their financial picture. The death, critical illness or disability of a key member of a business team – such as a partner or shareholder – is not only distressing and stressful but can affect the firm’s viability and financial well-being unless there is a contingency plan in place.
Business protection insurance can provide a financial lifeline that can be used, for example, to buy out the stake in a business left to a spouse or other family members who may have no interest in being involved in its running or who do not share other shareholders’ objectives.
For more information on our wealth and investment management and business protection services in York & Selby, Yorkshire, or to arrange a free business or wealth management health check, please contact Julie Rossington.
Our wealth and investment management team