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Wealth Management
Financial planning can be complex: it’s not about offering a single piece of advice with a one size fits all solution. What makes for effective planning and delivers better results is understanding what is important to the individual.
We work with our clients, at the various life stages below, guiding them through the minefield of investments, pensions and personal finance. By adopting a comprehensive approach to financial planning, our team of experts provides solutions that take into account your financial situation as well as ensuring our clients are best placed to achieve their goals and reach their potential.
We have produced a couple of documents on our services you might find useful, click here for our full services brochure and here for our Financial Planning for Life flyer.
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Pension Planning
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Investment Advice
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Tax Planning
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Inheritance Tax
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Corporate Planning
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Life Cover
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Health Protection
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Healthcare Professionals
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Mortgages
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Condies Wealth Blog
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To speak to one of our specialist team, please email info@condieswealth.co.uk or call us on 01383 721421.
Condies Wealth Strategies Limited, trading as Condies Wealth, is authorised and regulated by the Financial Conduct Authority (FCA) no.748895.
Registered in Scotland SC381967. Registered office 10 Abbey Park Place, Dunfermline,KY12 7NZ.
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Trusts, some forms of estate planning/inheritance tax solutions are not regulated by the Financial Conduct Authority. All statements concerning the tax treatment of products and their benefits are based upon our understanding of current tax law and HMRC practices both of which are subject to change in the future. Levels and bases of reliefs from taxation are also subject to change, and are dependent on your individual circumstances'.
