happy retirements.
At Eight Wealth Management we believe in the benefits of good financial planning.
Whether starting out, looking to the future or wanting to take care of those you love, our trusted advisers offer the knowledge and experience from working with a wide variety of businesses, individuals, couples and families to establish and protect financial wellbeing.
No matter where you are in life, what you want or how that might change, we are here to help your money make your dreams, plans and ambitions become a reality.
Contact us here to find out how we can help you.
Request a meeting with a financial adviser
Arrange a no obligation meeting to start planning your financial future.
How can we help you?
You are at the heart of everything we do.
Retirement Planning
Investment Planning
Long Term Care
Protection
Tax and Intergenerational Planning
Corporate Financial Planning
Investment Planning
Financial Protection puts measures in place to take care of loved ones should you suffer from serious illness, an accident and/or lose the ability to work.
Retirement Planning
For many people, the biggest issues in deciding when they can stop working is when they will have the financial resource to live the way they want to for the rest of their lives, and what their retirement age will be.
Long Term Care
Long Term Care can be a complex and difficult topic, practically and emotionally.
Protection
Financial Protection puts measures in place to take care of loved ones should you suffer from serious illness, an accident and/or lose the ability to work.
Tax & Intergenerational Planning
No one should be expected to pay more tax than they have to, but tax efficient planning is a technical subject.
Corporate Financial Planning
For many of our clients, their financial assets and resources are tied up in their businesses, which is how we often get asked about our corporate services.
Find out more about our services
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
The Trust of a chartered practice
CHARTERED STATUS
It’s all about Trust
Chartered Financial Planners designation by the Chartered Insurance Institute (Cll) is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the Cll. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
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NEWS AND VIEWS
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Zoë J.W. Arnott
CLIENT TESTIMONIAL
Understanding is key
During the last 6 months, Lorraine has listened to my wishes, clarified my actual needs and proposed solutions to those needs. The service from her and her team is timely and professional. She quite quickly judged my level of understanding and took the appropriate time to ensure I understood any proposals. I have recommended her to local colleagues, and look forward to a continued relationship.
Zoë J.W. Arnott
Request a meeting with a financial adviser
Arrange a no obligation meeting to start planning your financial future.
