Failing to plan is planning to fail
Managing your money can be confusing and often quite scary. Decisions made today could have far reaching effects tomorrow. However, it is essential to take control as doing nothing just compounds your uncertainty and increases your stress. The old adage of failing to plan is planning to fail has never been more true and so we hope that by speaking to Prospero Wealth, we can put your fears to one side and take positive action towards securing your future.
Financial planning
At the heart of understanding the planning process is an appreciation of where you are today and a clarity as to where you want to be tomorrow. By approaching the planning process with an open mind and with no preconceptions, we can help you start on your journey to financial freedom, which will culminate in a stress free life.
As well as focus on your long term planning objectives, we also help you with your short term insurance needs so regardless of what happens, you and your family can rest assured that you will achieve financial security whether you live too long or die to early.
Investment advice
There is so much talked about the rights and wrongs of investment planning, much of it designed to obscure the the reality that it is impossible to guess the future market movements with absolute certainly and conviction.
Our approach is refreshingly simple. We focus on what we can control such as costs and then match your risk tolerance with funds that simply track the market and not try to out perform it. By adopting this approach we can offer you a highly targeted planning service that does what it says on the tin. This refreshingly simple approach removes the mystery from investment planning.
Retirement, Estate planning and trusts
Having spent a lifetime building your Estate for the benefit of your family, the prospect of losing a large proportion in Inheritance Tax (IHT) for many is too much to contemplate.
IHT is a completely avoidable tax. With some careful planning and financial management it is possible to significantly reduce IHT and in certain circumstances avoid it altogether.
If you are looking to protect your Estate from IHT we can help. Our Estate planning service will look to make sure your Will is appropriate and that the best use of various Trusts is considered.
Important notice
Please be aware that Prospero Wealth is NOT a trading company, it is NOT regulated by the FCA and is NOT offering financial advice. This website is being used for software demonstration purposes only. Nothing on this site is for available for sale nor is any financial advice being given.
