Wealth Management for Families, Trusts & Charities
Call Salisbury FS on 01753 889090 to book a consultation or use the online form here.
Salisbury FS is proud to be Chartered. This status recognises our dedication to providing the highest standard of advice to our clients.
Salisbury FS advises clients who wish to grow their wealth over time. Whether you have accumulated savings, sold your business or have recently received a financial gift or legacy, our expert advisers will recommend a tailored financial plan that maximises available tax allowances and incorporates a monitored investment strategy.
Clients approaching retirement should seek expert advice to ensure they are on track to have adequate pension, saving and investment provision to fund their retirement. At this important stage, Salisbury FS will review your existing provision and provide guidance on dealing with any identified shortfall. Through our in-house cash flow modelling, your adviser will demonstrate how much income you could derive from your assets and help you plan your retirement.
With the important decision made, now is the time to make your assets work for you. Salisbury FS will review your accumulated pensions, investments and savings and tailor a sustainable income strategy to fund your retirement. Our ongoing service to you also includes periodic reviews of your income level, to help ensure your retirement plan remains on track.
In later life, thoughts often turn to preserving a legacy for family and our ‘Next Generation Wealth’ inheritance tax advice is designed with this in mind.
With so many options available, Salisbury FS will assess your needs and circumstances to tailor a solution that is right for you.
“After 14 years with SFS, we have nothing but praise. Advice is clear, timely and tailored to our circumstances, including the fact that we are a dual nationality family. We are not particularly on top of financial matters as we lead our busy lives but with Tom we always have peace of mind about our investments, pensions and more. We highly recommend Salisbury Financial Services.”
P & I B (Investment & Pension Clients)
If you would like an adviser to contact you to discuss your requirements, please complete your details, the nature of your enquiry and one of our advisers will be in touch you with shortly.
