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Wealth Management

Choosing a financial advisor to assist you with investment, pension, life assurance and estate planning services, is amongst the most important decisions you will ever make.

In offering these services, it is important to us that you are happy with what we do for you and that we can build a long term relationship based on mutual trust and reliance, which will be mutually enjoyable.

The features of our service are:

We offer a wide range of services, including advice on investments, inheritance tax planning, trust and business planning, including all types of pension schemes and protection for you, your family or your business. Our focus is on both wealth enhancement and wealth protection.

We believe in providing a high quality service, with the emphasis on building long term relationships with our clients, and we have a dedicated and skilled team of advisors and administration staff who work together to achieve this.

We are restricted advisers in that we only offer products from a widely researched and selective limited number of providers within the market place. For the vast majority of investments and pensions that we offer, we recommend an investment administration platform which forms the basis of our client proposition to our clients.

By using this platform, we are able to provide our clients with an excellent level of service at a competitive cost and deliver the standard of care on an ongoing basis in which we take pride.  We are not restricted in the choice of collective investments we can recommend to you and similarly are not restricted in the choice of tax wrapper.

If, from the review of your circumstances and discussing your needs and objectives, we identify product/s that are suitable for you but are not available on the platform, we will recommend these for you. In doing this, we will always ensure that you receive the most suitable advice for your need and circumstances.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01202 555785. Or if you would prefer, ask us a question online.

Existing Client?

To visit the Schofields Wealth Management Service, please follow this link.

Schofields Partnership LLP is authorised and regulated by the Financial Conduct Authority no 499550.  The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service; www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

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