Tailored solutions: Made-to-measure financial solutions
Your financial planning needs deserve appropriate solutions - solutions tailored for you and your family.
You may feel you need to re-arrange your finances to boost your income to meet your immediate needs. Or you want to try to build up your wealth over time for added future security. Or you may need to look at efficient ways of financing a major purchase or event in the near future.
You may want to improve your family’s financial protection for better peace of mind. Or work out what your income and outgoings might be if you decided to stop work early or reduce your hours and take more time for yourself.
Alternatively, your priority may be to pass on as much of your wealth as you can and to try to leave a useful legacy to those closest to you.
Whatever your needs, our aim is to understand your situation, your aims and priorities and your concerns and help you plan flexible solutions for now and into the future.
If your best solution involves using a financial product then we will recommend the one from the whole of the market that’s most appropriate. If not, we won’t.
Isaac Rees Wealth Management LLP
0800 970 0477
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Isaac Rees Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk).
FCA Registration No: 460368