The financial world is changing fast, so finding quality advice that you can trust has never been so important. Peartree Wealth Management Ltd is a practice providing independent financial advice to individuals and companies on all aspects of financial planning. An Independent financial adviser (IFA) is not tied to a particular Bank, Pension or investment company and therefore is not restricted to their own or a limited range of products.
Being truly independent means we research the whole financial market place to find the best solution to meet your needs, we are not constantly looking for opportunities to make sales but instead focus on how we can help you achieve your goals. Our aim is to build long term relationships with our clients by providing quality advice, outstanding service and adding true value to you wealth.
Our business is based upon the principles of trust, Integrity and the genuine desire to add value. We never forget that our clients are our business. 2021 Peartree Wealth Management Ltd. | Registered address: Peartree Cottage, Cherry Green, Dunmow, Essex, CM6 2DD.
Being truly independent means we research the whole financial market place to find the best solution to meet your needs, we are not constantly looking for opportunities to make sales but instead focus on how we can help you achieve your goals. Our aim is to build long term relationships with our clients by providing quality advice, outstanding service and adding true value to you wealth.
Our business is based upon the principles of trust, Integrity and the genuine desire to add value. We never forget that our clients are our business. 2021 Peartree Wealth Management Ltd. | Registered address: Peartree Cottage, Cherry Green, Dunmow, Essex, CM6 2DD.
Services
Peartree Wealth Management is a small Independent Financial Adviser (IFA) practice based in Stansted Mountfitchet on the Herts/Essex border, which consists of the principal financial adviser and a comprehensive admin team.
Our aim is to become a leading provider of high quality advice to individuals and businesses in the home counties, London and East Anglia.
Our principal adviser has achieved the highest qualifications having Chartered Financial Planner status and Fellowship of the Personal Financial Society.
Our aim is to become a leading provider of high quality advice to individuals and businesses in the home counties, London and East Anglia.
Our principal adviser has achieved the highest qualifications having Chartered Financial Planner status and Fellowship of the Personal Financial Society.
Peartree Wealth Management Ltd. is authorised and regulated by The Financial Conduct Authority.
Taxation and trust advice and Cash ISAs are not regulated by the Financial Conduct Authority.
Peartree news is intended to bring a few important, topical, issues to your attention.
If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone or e-mail to discuss.
All views and information expressed within this newsletter are generic and should not be taken as any form of recommendation or advice specific to you.
Taxation and trust advice and Cash ISAs are not regulated by the Financial Conduct Authority.
Peartree news is intended to bring a few important, topical, issues to your attention.
If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone or e-mail to discuss.
All views and information expressed within this newsletter are generic and should not be taken as any form of recommendation or advice specific to you.
Our approach to wealth management is that we strive to provide high quality, bespoke, professional and trustworthy service for our clients by developing a comprehensive financial plan to meet your needs.
In return we want clients with whom we can build a mutually profitable long term relationship.
The first hat we wear is that of a Life planner.
A Life planners job is to identify exactly where you are now, how you got to where you are now, and more important, where you want to get to in the next 5, 10, 15 and 20 years.
In return we want clients with whom we can build a mutually profitable long term relationship.
The first hat we wear is that of a Life planner.
A Life planners job is to identify exactly where you are now, how you got to where you are now, and more important, where you want to get to in the next 5, 10, 15 and 20 years.
We often meet new clients who have accumulated various pensions and investments over the years who by their own admission have no specific strategy in mind other than to grow their funds for retirement or some other financial objective.
They often have no idea which funds they are invested in, what level of risk they are taking, what charges they are paying or how their funds are performing.
Their pension or investment was often set up many years ago in a mix of assets i.e. one or more funds that may potentially include cash, gilts, commercial property and equities.
They often have no idea which funds they are invested in, what level of risk they are taking, what charges they are paying or how their funds are performing.
Their pension or investment was often set up many years ago in a mix of assets i.e. one or more funds that may potentially include cash, gilts, commercial property and equities.
Was Lehman just a taste of the turmoil?
WAS the collapse of Lehman Brothers in 2008 just a warm-up for the wave of financial turmoil that crashes through the financial markets when the Euro experiment collapses?
Unidentified Banking Shocks, there still out there.
One of the main justifications that the investment banking community gave regulators, shareholders and the press when granting employees salary rises in 2008 of around 100% plus, was that it would reduce the.
I know there are many of you reading this who took the advice of the doomsayers at the start of the summer and cashed-in everything, only to see the markets rising as if there was not a care in the.
WAS the collapse of Lehman Brothers in 2008 just a warm-up for the wave of financial turmoil that crashes through the financial markets when the Euro experiment collapses?
Unidentified Banking Shocks, there still out there.
One of the main justifications that the investment banking community gave regulators, shareholders and the press when granting employees salary rises in 2008 of around 100% plus, was that it would reduce the.
I know there are many of you reading this who took the advice of the doomsayers at the start of the summer and cashed-in everything, only to see the markets rising as if there was not a care in the.
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