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Investment Planning Services

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 in your future. Perhaps you are questioning if the place you are currently saving makes the most of your money?

 

In order to fulfil the potential of any savings, Eight Wealth Management’s certified advisers support their clients through consideration of, and participation in the financial markets, achieving the most tax-efficient growth and best possible returns from long term investment.

 

With constant review and advice as levels and bases of taxation and reliefs from taxation change (dependent on individual circumstances), we pride ourselves on a diligent, responsive and truly personal approach to client investments.

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Request a meeting with a financial adviser

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

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.

We’ve made available up to date financial calculating tools to help show you your lending or investment potential

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.

We’ve made available up to date financial calculating tools to help show you your lending or investment potential

Click here to view the Isa Calculator

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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.​

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.​

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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.​

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.

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Telephone: 01489 555180 or contact us via email here