The Family Wealth Partnership
- 📍
- 19 New Street, Ledbury, HR8 2DX
Number of Employees
- ✔No. of Financial Advisers: 1
- ✔No. of Employees: 3
We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.
We are financial planning experts and specialize in working with business owners, people in their 50s and 60s, and those approaching retirement who are looking for help with their financial planning. My passion is to help my clients achieve their retirement goals by developing a customized financial plan that meets their unique needs. Whether you are looking to build your retirement fund, maximize your retirement income, or create a legacy for your loved ones, we can help.
My services are ideal for individuals with liquids assets of over £250,000 who are looking for a partner in their financial planning journey. By working together in a consultative manner, we can make the most of your money and your retirement, whilst providing you with peace of mind and financial security. Get in touch today to schedule a consultation and start planning for your best retirement.
Criteria
- ✔ Min Wealth Fund Level: £250,000
Fees
Please see our website for a full description of how we charge:
- ✔ Fixed Fee:
- £1750
Social Media
The Family Wealth Partnership is based in Ledbury, has one financial adviser in Financial Services. The Family Wealth Partnership is registered with the FCA (registration number: 473815). You can check the firm registration with the FCA here.
The Family Wealth Partnership are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Life Insurance
- ✔ Insurance
- ✔ Commercial Insurance
- ✔ Debt
Directions to The Family Wealth Partnership from the Motorway
- From the M50:
- At Junction 2, please take the A417 exit towards Ledbury/Hereford/A438.
- Next, turn right onto Ledbury Road, also known as A417.
- Upon reaching the roundabout, take the first exit onto Leadon Way or A449. You will need to navigate through one roundabout.
- At the subsequent roundabout, take the second exit but remain on Leadon Way, which is also recognized as A449.
- At the following roundabout, proceed by taking the fourth exit onto New Street, alternatively known as B4216.
- Your destination will be located on your left-hand side.
List of advisers under The Family Wealth Partnership:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.