A solid financial plan is the first step towards achieving your financial goals. Our experienced financial planners will work closely with you to help you get the most out of your wealth, both now and for the future.
We’ll review your current financial situation including income, assets, expenditure, and liabilities. We’ll also get to know you as a person – what’s important to you and what you want from your wealth.
If you have any concerns about your current or future finances, we’ll advise on a solution. If you have an exact goal in mind, we’ll help you get there.
But we can also guide you if you don’t have anything specific in mind. We’ll show you how to protect your wealth and maintain financial security for you and your family.
How can we help?
We can help you plan for:
- Retirement and care home fees
- Changes to your family life
- Your children’s education
- Supporting elderly or vulnerable relatives
- Growing your wealth
- Passing wealth on to the next generation
- Charity & philanthropy.
You’ll get exactly the level of advice you need, for as long as you need. Whether you need budgeting advice and a simple savings plan or complex tax-efficient wealth structuring, we can help. If you need a long-term relationship with ongoing financial monitoring, we’ll be there for you.
And if you don’t know exactly what you need, we’ll help you work that out and get a plan in place.
If your financial plan involves investment to provide an income or grow your wealth, we can help with that too. Our investment management service gives you the peace of mind that experts are always looking after your assets and making sure they’re performing well.
Why Irwin Mitchell?
Our financial planners have worked for some of the world’s top financial institutions. We have years of experience advising a wide range of people with a huge diversity of assets and ambitions.
We know there’s no one-size-fits-all financial plan. You’ll get advice that’s specifically tailored to your financial situation and to you as a person.
The unique breadth of expertise available at Irwin Mitchell means that your plan will be as comprehensive as possible. Our financial planners will work closely with tax planners and wealth structuring experts to make sure it’s as efficient as possible.
We have offices across the UK so wherever you’re based, we can help. We’ll pay for your first meeting and there’s no obligation to continue if we’re not right for you.
So call today on 0370 1500 900 or contact us online to find out more about how we can help you.
All financial and wealth management services are provided by IM Asset Management Limited which is regulated by the Financial Conduct Authority (FCA).
Call our experts on:0370 1500 900
Or we can call you back at a time of your choice