Advice for the future

of your business.

Need Business Advice?

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.

 

Eight Wealth Management has a team of specialist advisers that cover areas such as:

Corporate Financial Planning

Shareholder/Partnership Agreements and Protection

Auto Enrolment for Pensions

Tax Mitigation

Dividend Income

Aspects of Exit Strategies

Request a meeting with a financial adviser

Arrange a no obligation meeting to start planning your financial future.

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    For further information on uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

    Contact us here to find out how we can help you.

    There are many other areas of financial planning
    which can be discussed in more detail at your meeting.
    We will work with you to identify your financial objectives and
    provide a bespoke solution to help you achieve your goals.

    There are many other areas of financial planning which can be discussed in more detail at your meeting.

     

    We will work with you to identify your financial objectives and provide a bespoke solution to help you achieve your goals.

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    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.

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    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.

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    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.​

    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.

    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.

    Long Term Care

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

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    Request a brochure


      Telephone: 01489 555180 or contact us via email here