Wealth Planning Associates

Wealth Planning Associates

Wealth Planning Associates provide tailored solutions covering all aspects areas of financial planning. Our advice is impartial and we focus on offering our clients a superior service. The success of our business is based on long-term relationship with our clients, and therefore treating customers professionally and fairly will ensure both our clients and the business benefit now and in the future. Our professional team of advisers are happy to support staff at Discovery Park by providing a free initial consultation on a range of financial areas. This includes mortgage advice for 1st time buyers, homemovers or those remortgaging to save money. With interest rates very low, now could be a good time to review your current mortgage.

If you are running a business then we can advise you on auto enrolment pensions and the options available to your company. We also provide clients with advice on their existing pension arrangements to ensure they are working effectively for them. With new pension legislation, we can support you with jargon free advice to help you with your personal circumstances and options.

The team at Wealth Planning are here to help should you require advice on any aspect of financial planning and would be pleased to meet up for an initial discussion.

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