Wealth Management

Changed career or employer, do you have multiple pensions?

When would you like to retire, how much income will you have, have you planned for your retirement?

Are you and your family at risk of inheritance tax?

If you are unable to answer any of these questions a financial planning review could be right for you. We have one goal in mind –financial advice that is suitable for your individual needs.

We can point you in the right direction to get expert advice on a wide range of financial areas who can put together a plan that is tailored to your individual needs and objectives, giving you peace of mind about your financial future.

Areas of expertise:

  • Inheritance Tax Planning
  • Retirement planning
  • Building an effective investment portfolio
  • Taxation Planning
  • Corporate Financial Planning

*Disclaimer Pension / Investments (etc) are arranged by introduction to Chrysalis Wealth Management Ltd. Chrysalis Wealth Management Ltd is an Appointed Representative of Tenetconnect Ltd, which is regulated by the Financial Conduct Authority. Tenetconnect Ltd is entered on the financial services register (www.fca.org.uk/register) under reference 149826. Registered Office: 4 St Georges House, Vernongate, Derby, DE1 1UQ Registered company number: 09612918. You are now leaving Bardwell Mortgage Solutions. We are not responsible for the content or privacy practices of external websites.