Wealth Management for Families, Trusts & Charities
Sound financial planning is crucial to prepare you for whatever life may bring. Whether you are looking for a short, medium or long-term solution, we provide professional financial advice and support, every step of the way.
We work closely with matrimonial lawyers to secure your financial future. Salisbury FS advises on Pension Sharing Order implementation, growth & income forecasting.
Salisbury FS will review your circumstances and explain potential shortfalls in your planning and guide you through the options.
We tailor and manage tax efficient solutions, designed to fund future educational costs.
Salisbury FS advises on funding for long-term care, working closely with families to tailor the right solution.
When considering care for your parents, grandparents, a friend or even for yourself, a move into a care home can be a difficult, expensive and emotional time for all concerned. Salisbury FS treats each case with dignity and respect, providing comprehensive advice on the financial aspects that need to be addressed to help you meet the cost of your chosen care home.
From saving for school fees to meeting university tuition costs, Salisbury FS will advise on how much you may need to save or invest and the most suitable products available to you.
The prospect of divorce raises many emotional and financial issues. Salisbury FS offers peace of mind and sound financial advice by assessing your new circumstances, explaining in clear terms the options available to you and putting together a plan to give you the confidence to deal with this difficult time and move on with your life.
Salisbury FS provides specialist advice concerning Pension Sharing. Working closely with your matrimonial lawyer, Salisbury FS will recommend an appropriate pension product, investment strategy and handle all aspects of implementation.
If you are selling your business, or facing redundancy, but fortunate to receive a lump sum and/or a pension from your employer, advice at this stage is essential. Salisbury FS advises how to safeguard these benefits, generate tax efficient income where required and assesses your financial planning needs if you retire, become re-employed or self-employed.
Protecting your family and dependents against the financial consequences of death, disability or diagnosis of a critical illness should be a priority for everyone. Salisbury FS will help you to identify how much life assurance cover you need and arrange it in the most cost-effective way.
“Whatever happens in your world, it is important to know that your adviser can offer you professional guidance, when you need it most. We are proud that our advisers hold some of the highest qualifications in our industry and with decades of experience and broad expertise within our firm, we are able to help you navigate the difficult times.”
Tom Beckett, Managing Director - Salisbury FS
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.
