What we can help you with
It’s time to stop and think
There can be so much going on in our lives that the idea of spending time planning for the future can be daunting.
Working with 56Wealth helps to create space in your busy life to take a breath, pause and consider your financial future seriously.
We will work together to provide the financial security and confidence to make more time for you - to spend on the things that matter most.
Financial planning
We will model and visualise a number of different financial scenarios to help you understand what the future could look like.
Using our skills and knowledge we can recommend changes to ensure your finances are structured in the most effective way.
We will help you find the right balance between living now and building the foundations for a secure financial future. We will show you the potential impact over the longer term.
Empowered choices
We provide you with the information needed to make the right financial decisions;
When can I retire or make a career change?
Can I live the life I want in retirement?
What’s the right balance between savings, mortgage, investment and pension?
Can I manage a bonus payment more tax efficiently?
Will my family be ok if something happens to me?
Can I reduce the impact of inheritance tax?
Pensions & Investment
We understand investment is a very personal matter and we take time to understand you and your attitude to risk. Our bespoke service means we can fully understand your financial situation and therefore provide the most useful and specific guidance.
We empower your decision making and will clearly set out the principles we believe will help you gain the best investment outcome.
In our experience this holistic approach is more balanced, safe and cost effective than a singular piece of investment advice which lacks context.
Tax planning
Tax planning is every bit as personal as your financial plan and investment preferences. As such, we’re able to offer a full range of tax planning services that can be tailored to your specific needs.
Optimal use of the available tax planning allowances is a critical aspect of any well-rounded financial plan.
An otherwise good investment which inflexibly fails to utilise available tax allowances could lead to a costly and disappointing outcome.
Life changing events
Having created a carefully considered plan, it is of course important to protect and secure your finances and we will advise accordingly.
Inheritance can also be challenging with a number of complex financial aspects. Our expertise can guide your financial choices during an emotionally difficult time.
We can build scenarios which allow you to view the effect of these life changing events and make balanced, informed decisions.