OUR SERVICES
There are a wide range of areas where Wisdom Consulting can help you including the following:
RETIREMENT planning
Including starting a pension, review of existing plans and “at or in” retirement planning
Tax planning
Includes effective inheritance tax planning to protect your legacy
LUMP SUM INVESTMENT
Advice on new or existing investments which you want to grow in value and/or to provide income
Life assurance and protection
“Peace of mind” for you and your dependants which includes advice on life and critical illness cover. We can also review any existing protection plans.
mortgages/
Remortgages
Advice on a new mortgage or a review of your existing loan
Regular savings
Effective and tax efficient saving for planned future
events or simply for a “rainy day”
