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Putting you, the client, at the heart of everything we do. Start your financial journey with us CharteredSeal Only We specialise in

happy retirements. Start your financial journey with us

The Eight Way

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.

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Retirement Planning

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Investment Planning

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Long Term Care

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Protection

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Tax and Intergenerational Planning

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Corporate Financial Planning

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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's all about trust The trust of a chartered practice CharteredSeal Only 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. CHARTERED STATUS

The Trust of a chartered practice

CharteredSeal Only
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.


View our latest news

Read More Keep up to date on what is happening in the world of finance. NEWS AND VIEWS
NEWS AND VIEWS

View our latest news

Keep up to date with what’s happening in the world of finance.

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SPOTLIGHT ON OUR PEOPLE

Meet Charlene Young

Our head of People and Culture reveals all.

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 CLIENT TESTIMONIAL
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.

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    Telephone: 01489 555180 or contact us via email here