Our Services

Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced financial advice firm would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
THE LEVELS AND BASES OF TAXATION, AND RELIEFS FROM TAXATION, CAN CHANGE AT ANY TIME. THE VALUE OF ANY TAX RELIEF DEPENDS ON INDIVIDUAL CIRCUMSTANCES.

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Taxation

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

A financial adviser will be able to help you plan your taxes in advance, and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING AND TAX PLANNING.
WE ARE NOT TAX EXPERTS, AND MORE SO STILL WHEN IT COMES TO THE TAX LEGISLATION OF OTHER COUNTRIES, SO SUCH PEOPLE WOULD NEED TO TAKE SPECIALIST TAX ADVICE RELEVANT TO THEIR OWN JURISDICTION BEFORE CONSIDERING THEIR OPTIONS.

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Savings & Investments

When someone talks about savings and saving money, they could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, for example, deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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Remortgaging

Whether you are looking at consolidating your debts, raising money for home improvements, looking for a better monthly payment than you currently have, or want to restructure the terms of your current loan, we can help.

Remortgaging can help your financial health in many ways. In simple terms, remortgaging involves moving your current mortgage to a new arrangement, arranged either with your existing lender or with a new lender.

NOT ALL MORTGAGE CONTRACTS ARE REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement. It requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.

A PENSION IS A LONG-TERM INVESTMENT AND THE VALUE IS NOT GUARANTEED. ANY ADVICE OR CONSIDERATIONS ARE PERSONAL TO EACH INDIVIDUAL’S CIRCUMSTANCES.

YOUR PENSION INCOME COULD ALSO BE AFFECTED BY THE INTEREST RATES AT THE TIME YOU TAKE YOUR BENEFITS. THE TAX IMPLICATIONS OF PENSION WITHDRAWALS WILL BE BASED ON YOUR INDIVIDUAL CIRCUMSTANCES, TAX LEGISLATION AND REGULATION WHICH ARE SUBJECT TO CHANGE IN THE FUTURE.

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Call us today on

07854944477

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and we'll be pleased to help you.

Greenwood Wealth Management Associates Ltd, 15 OBAN STREET, Leicester, LE3 9GB

Greenwood Wealth Management Associates Ltd is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Greenwood Wealth Management Associates Ltd No 09867259 is Registered in England and Wales, Registered Address: 342 Streatham High Road, 1st Floor, London, SW16 6HH.

This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.