Welcome to the Q & A Wealth Management Website.

We are Independent financial Advisors regulated by the Financial Services Authority and we are able to provide a wide range of financial services and to help our clients with various aspects of financial planning.

Once we have a clear understanding of our clients needs we are able to provide ongoing advice with regards to your ever changing circumstances in a clear - no jargon manner.

The partners of Q & A Wealth Management have between them over 35 Years experience in financial services including offshore investments/financial planning etc.

Benefits of an Independent Financial Adviser?

As Independent Financial Advisers Q & A Wealth Management are not tied to any product provider and as such we have access to a wide range of products and services such as:

Pension Planning

When do you want to retire and will your current pension planning provide you with the income you will need?

Retirement options

Are you planning to retire soon - What are your options?

Life Assurance

How much cash would your family need to maintain their current lifestyle if you die prematurely?

Income Protection

If you suffered a serious illness or disability would your require a regular income or lump sum?

Investments/Regular Savings

Are you making the most of any spare capital or surplus income which you currently have?

Inheritance Tax Planning

At its simplest, inheritance tax is the tax payable on your estate when you die if the value of your estate exceeds a certain amount. Doing nothing is not an option. Without proper tax planning, many people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate passing to chosen beneficiaries.

If you would like to receive a copy of our Q & A Wealth Management Newsletter "Money Matters" please contact us via our enquiry page.

 

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The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available to any other country which may have access to it.

Website by Financial Ltd 2007.