For those who have acquired wealth, often by years of personal endeavour, the preservation of that wealth and its investment for the future is of primary concern. Stanbridge Wealth aims to support these objectives by providing tailored independent financial advice to individuals and their families using our extensive knowledge of a wide range of investments and tax wrappers to meet their needs.
For business owners we help with the provision of directors’ pension schemes that can support its commercial development, arrange prudent protection plans for key business risks, and help with employee incentives, succession arrangements and tax efficient exits.
Our overriding aim is to help provide bespoke financial and investment advice that is pertinent to our clients’ needs.
Achieving and maintaining good investment growth and returns, whilst also mitigating market risk, is vital to achieve most people's financial plans. We will help construct an investment portfolio that matches your financial objectives and has a market exposure in keeping with your attitude to risk.
We find that many clients have accumulated several different pensions throughout their working life. In these situations, we recommend reviewing the existing pension plans to ensure that the combined benefits will provide the pension you will require. Also, the individual pension plans should be checked to ensure they are both suitable and performing sufficiently for your needs.
The most important financial consideration for many people is that they have a sensible and sufficient pension in retirement. Professional advice to ensure that your retirement planning will meet your future needs and expectations is often vital. Stanbridge Wealth has helped many of its clients resolve this key concern.
Protection for you and your family against the untoward events in life is where insurance plays a key part in financial planning. This is also about having the right sort of protection as well as the right level of cover. Our Stanbridge advisers will help ensure you and your family are correctly and adequately protected.
The common challenge for all business owners is the need to start, build, protect and potentially exit the business in a way that is profitable and tax efficient. There are several key financial considerations to ensure these are possible. There are also financial support options that many business owners are often unaware of until too late. Stanbridge can advise on these.
Many individuals build up substantial assets over their working life. It is understandable that they would wish the maximum proportion of these assets should pass to their family and chosen beneficiaries. With our experience, we can help prepare a plan to utilise the legitimate exemptions and strategies available to mitigate IHT.
At Stanbridge we apply an established and successful process to ensure that the advice we provide is based on a full understanding of our clients' financial position, their personal goals and financial objectives. We also monitor and review the investments we recommend to ensure they remain appropriate for our clients' needs, and provide regular updates and reporting on their performance.
We are always pleased to hear from good advisers looking to join our permanent team and also for good advisers seeking to retire that wish to ensure their clients continue to receive independent, high-quality financial advice.
The Stanbridge Wealth team has considerable experience in providing independent advice and also in financial services, pensions and as Business Angels. Their focus is on providing high-quality advice to individuals, families, and business owners.
Stanbridge Wealth is a privately-owned company providing independent financial advice. The company provides bespoke financial and investment advice for individuals, families, and business owners. Our aim is to put our clients' interests at the heart of everything we do.