Personal accounting services in Hertfordshire

Wealth Management

We provide a fully bespoke and independent advice service that is relevant to each individual client . Using our trusted independent financial advisors, who are authorised and registered by the FCA*, our wealth management service keeps you better informed and in control of your finances whilst making sure you are making the most from your investments and plan for all eventualities for the future.

Through building a tailored plan based on your values, aspirations and goals we can help you along the pathway to financial independence and wellness.

We can help with:

  • Protection needs – Making sure you and your loved ones are financially secure if death or critical illness occurs
  • Tax efficient investing – Utilising your personal allowances with ISA, Pensions, Bonds and collectives
  • Retirement Planning  – What income do you need to maintain your lifestyle, are you on track
  • Trusts and Inheritance tax planning – Utilising numerous products and Trust to reduce or mitigate your liability

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I have been using Charlotte for a couple of years now and find her to be excellent, she's very friendly, helpful, efficient and proactive, I would highly recommend her to anyone.
- Kate Marsh, K8 Marsh PT