Services

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Services offered:

I am here to help you manage you and your family’s money through life. Different things are important at different stages of life and so you may start speaking to me about one thing, but I will advise you on what you need to hear rather than just looking at one thing in isolation.

The main areas we offer advice on are:

Pensions – making sense of pensions schemes, working out how much to contribute and how much risk to take to build and manage your pot.

Retirement – how to manage your fund in retirement to balance security and flexibility

Mortgages – obtaining and managing a mortgage to pay for a home or rental property

Insurances – advising products designed to offer a safety net if you were to pass away, get sick and be unable to work

Investments – advising how to make the most of your money using ISAs, Bonds, and investment accounts.

Portfolio Management – We run our own model portfolios that are reviewed quarterly, which gives you 4 updates a year. This keeps you informed and in control of your savings with us being a phone call or email away.

Added services for clients include:

General financial guidance – how to build and improve your credit rating and plan your property journey

Investment commentary – quarterly commentary on the world, educating about investment and answering questions

Trusted counsel – thinking of buying a car or taking a holiday? Let’s discuss and see if it fits in your plans.

Why Rootes Wealth Management?