Trusted wealth is an independent financial planning firm with the sole focus on growing and protecting your wealth. We are qualified to the very highest level the industry has to offer and subscribe to the highest code of ethics to ensure our clients are at the heart of everything we do. Being totally independent means that we are able to access a wide range of investment and pension products to suit our clients’ needs and objectives.
Our services include:
• Savings and Investments
• Pensions & Retirement
• Legacy & Estate Planning
• Protecting your Wealth
• Long Term Care
For business owners, we provide advice on
• Profit extraction
• Using your pensions (SIPPs / SSASs) to fund your business projects
• Protecting your business against the death or incapacity of a key member or shareholder
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Trusted Wealth is a Trading name of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s).
Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual's unique circumstances.
Company Details
- Employees
- 2
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.trustedwealth.co.uk
- Competitors
- Beyond the Savannah, Global Jobs Atlas.
Trusted Wealth Questions
Trusted Wealth's website is http://www.trustedwealth.co.uk
Trusted Wealth's LinkedIn profile is https://www.linkedin.com/company/trusted-wealth
Trusted Wealth has
2 employees.
View email and phone details for 2
employees at Trusted Wealth.
Trusted Wealth's industry is
Financial Services
Trusted Wealth's top competitors are
Beyond The Savannah,
Global Jobs Atlas.
Trusted Wealth's categories are Financial Services
