Based in the Midlands, we provide wealth management advice throughout the Midlands and more widely throughout the south of England, with the current climate being as it is, we feel that it is important to build bespoke financial plans tailored to your requirements.
Clifford Charles Wealth Management has a simple but effective philosophy which is, "to offer a bespoke service to clients using a holistic approach that enables us to fully understand the needs and objectives of our clients".
Following a thorough discussion and careful consideration of your financial goals and objectives we are able to provide a comprehensive and robust strategy which will be individually tailored to your needs.
We specialise in the following areas:
- Inheritance Tax Planning & Trust advice*
- Specialist Tax Planning
- Onshore & Offshore Investments
- Portfolio Management Services
- Retirement Planning
- Annuities & Income drawdown
- Investment planning
- Estate/succession planning and Trusts*
- Corporate Advice
- Business Assurance
- Aspects of Exit Strategy Planning
- Self invested & small self administrated pensions
- Trustee Investments
- Commercial Lending
- Residential & Buy to Let
- Family Protection
- Specialist Insurance
- Corporate protection
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts and some buy to let mortgages are not regulated by the Financial Conduct Authority.