Wealth Management Services

Ready to Invest?

Thinking about

Long Term Care?

Need to protect

your loved ones?

Are your savings

tax efficient?

Advice for the future

of your business

Wealth Management Services

Everything you need to plan for a happy future

From investments and pensions, to personal protection and care in later life, Eight Wealth Management’s purpose is to provide guidance, support and flexible financial planning at all stages of people’s lives.

We want to ensure your money works as hard for you as it can in order to provide opportunity, comfort and peace of mind whenever you might need it.

Retirement Planning

You may be approaching retirement and need to put a plan in place, be planning for your future, or even pursuing your dreams of retiring early. Whatever the reason, we can help you achieve your retirement goals.

Investment Planning

Whether due to careful saving, professional success, or inheritance from a loved one, you may, at some point in your life, have money to invest for your future.

Long Term Care

Long Term Care can be a complex, emotional and difficult topic.

Protection

There are many scenarios when financial protection should be considered. If you suffer from a serious illness, an accident, and/or lose the ability to work, your loved ones are taken care of.

Tax and Intergenerational Planning

Whether you need guidance on enabling your savings to be the most tax-efficient as possible or planning the financial future of generations to come, Eight Wealth Management can assist you.

Corporate Financial Planning

There are many areas relating to Corporate Financial Planning. Should you require company pension advice, we will work with you to identify your financial objectives and provide a bespoke solution to help you achieve your goals.

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.