Wealth

Peace of mind with Peritus Private Finance

Wealth Management

Wealth management is about protecting, preserving and increasing your assets – and we can help. Our specialist team will tailor an investment strategy to your individual needs to help protect your wealth.

What we do:

  • Review your current policies to make sure they remain suitable for you
  • Work with you to help you achieve your goals and objectives, whatever they may be
  • Ensure you use your tax allowances each year
  • Ensure that your wealth can be passed on to loved ones by minimising or mitigating any Inheritance Tax liability
  • The FCA does not regulate taxation advice.

 What we don’t do:

  • Look into a crystal ball – please note, we advise you using information based on our current understanding of tax legislation and regulations, which can be subject to change

 

 

Retirement

Planning your finances for retirement is vital, and our specialist team at Peritus Wealth can help.

We can prepare a bespoke financial plan to incorporate and streamline existing pensions or advise on setting up a new pension scheme so that you have the confidence knowing if you can retire at your chosen age and with the amount of income you require.

What we do:

  • Provide a complete pension planning service
  • Develop a bespoke strategy to yield the best return based on your circumstances
  • Offer clear, sound and sensible advice to help take the financial stress out of retirement
  • Please remember the value of your investment can go down as well as up and you may not get back the full amount invested

 

 

Protection

At Peritus Wealth we cant prevent unforeseen circumstances from happening, but we can help protect your family and your finances if it does.

Our team of specialist insurance advisers offer a wide range of insurance services and can provide you with the most suitable solutions available.

What we do:

  • Make sure you and your family are properly protected should the worst happen
  • Take the stress out of finding the right cover
  • Work with leading specialist insurance providers to find the most suitable package
  • We provide specialist advice to protect the continuity of your business incorporating Keyperson Cover, Shareholder Protection.

  

 

We’d love to hear from you!

Send us a message today and our team of friendly, financial advisers will help you find the most suitable financial option to suit your current circumstances and needs.

or call us on: 0203 745 5893

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Peritus Private Finance Limited is authorised and regulated by the Financial Conduct Authority. Registration number 729282.

Registered in: England and Wales Reg No. 03490834 The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk