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”

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