Frensham Wealth provides independent financial advice for individuals who want to achieve financial security. We aim to offer all of our clients. Frensham Wealth provide independent financial advice to private clients in the UK and abroad. We specialise in all areas of Wealth planning and retirement planning. So whether you just need a financial healthcheck, or if you have particular objectives that we can help you with, get in contact to discuss our service proposition.
Arrange your investments so that they are tax efficient and optimised for your risk preferences and objectives. Retirement planning can include: how to effectively use pension plans for securing income and capital in retirement; protecting your wealth; if and when to use Equity Release. Frensham Wealth can assist in a range of measures to ensure your wishes are met on death and inheritance tax is minimised.
We can advise on wills, trusts and a range of measures that you can take to protect your beneficiaries interests.
Arrange your investments so that they are tax efficient and optimised for your risk preferences and objectives. Retirement planning can include: how to effectively use pension plans for securing income and capital in retirement; protecting your wealth; if and when to use Equity Release. Frensham Wealth can assist in a range of measures to ensure your wishes are met on death and inheritance tax is minimised.
We can advise on wills, trusts and a range of measures that you can take to protect your beneficiaries interests.
Services
Clients can track their financial plans and access a secure communications channel with their adviser using our secure online services.
This uses the highest levels of security and utilises the same systems that provide services to major banking organisations.
We will hold initial discussions with you to establish your financial planning needs without cost or obligation.
Ideally we can meet for a face to face meeting so that you can establish a rapport.
Where this is not possible, we can liaise with you by email, phone and post as may be appropriate.
This uses the highest levels of security and utilises the same systems that provide services to major banking organisations.
We will hold initial discussions with you to establish your financial planning needs without cost or obligation.
Ideally we can meet for a face to face meeting so that you can establish a rapport.
Where this is not possible, we can liaise with you by email, phone and post as may be appropriate.
We will discuss with you your circumstances, your aims and objectives.
We will also discuss with you your experience of investment planning and your attitude towards investment risks.
We use this information to make recommendations to you how you can optimise your investment returns with the very best research tools to ensure that your capital has the best chance of achieving your objectives.
We offer an ongoing service to review your investments and each year maximise your allowances and investment opportunities.
We will also discuss with you your experience of investment planning and your attitude towards investment risks.
We use this information to make recommendations to you how you can optimise your investment returns with the very best research tools to ensure that your capital has the best chance of achieving your objectives.
We offer an ongoing service to review your investments and each year maximise your allowances and investment opportunities.
Financial planning pays no more important a role than when helping people find financial security in retirement.
Frensham Wealth can help you make sense of the complex planning issues around retirement.
We can help manage your investments throughout retirement, focussing on protecting your wealth and maintaining your financial security.
Retirement planning is all about matching your financial resources to your lifestyle needs in retirement.
Whether your weeks, months or years away from retirement, or if you have already retired, you probably have a picture in mind of what you want your future to look like.
Frensham Wealth can help you make sense of the complex planning issues around retirement.
We can help manage your investments throughout retirement, focussing on protecting your wealth and maintaining your financial security.
Retirement planning is all about matching your financial resources to your lifestyle needs in retirement.
Whether your weeks, months or years away from retirement, or if you have already retired, you probably have a picture in mind of what you want your future to look like.
We provide advice and assistance in setting up wills and trusts to ensure that your beneficiaries won't lose out as and when you pass away.
Whether you wish to avoid inheritance tax or whether it is just a matter of ensuring the right people benefit from your estate at the right time proper planning around wills and trusts can be of huge benefit for your family.
Trusts can help protect your beneficiaries and may reduce your liability to inheritance tax.
Effective estate planning is essential to ensure your wealth is passed on when the time comes.
Whether you wish to avoid inheritance tax or whether it is just a matter of ensuring the right people benefit from your estate at the right time proper planning around wills and trusts can be of huge benefit for your family.
Trusts can help protect your beneficiaries and may reduce your liability to inheritance tax.
Effective estate planning is essential to ensure your wealth is passed on when the time comes.
Frensham Wealth has been providing financial advice to UK ex-patriates for many years in many different locations around the world.
Using both onshore and offshore financial solutions, Frensham Wealth can assure you of the right solutions to protect and grow your wealth wherever you are.
Frensham Wealth is authorised to advise clients in Europe and beyond.
We are covered by our professional indemnity insurance to provide financial advice in all countries with the exception of USA.
Many expatriates leave the planning of their finances until after they have moved.
Using both onshore and offshore financial solutions, Frensham Wealth can assure you of the right solutions to protect and grow your wealth wherever you are.
Frensham Wealth is authorised to advise clients in Europe and beyond.
We are covered by our professional indemnity insurance to provide financial advice in all countries with the exception of USA.
Many expatriates leave the planning of their finances until after they have moved.
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