Comprehensive wealth management services
Independent advice, always on your side
We are Independent and therefore unbiased, so can stick to our core values of always putting your interests first. You employ us to sit your side of the table and hold providers and investment managers to account, we will always act for you and are not beholden to any financial company.
What can we help with?
We take a view of all a client’s assets, income level, expenditure, circumstances and goals, then formulate and present an overall plan in straightforward terms.
More specifically a non-exhaustive list of the types of subjects we advise on include:
Retirement income planning
Creating sustainable income strategies that support your lifestyle throughout retirement, taking flexibility and tax efficiency into consideration.
Inheritance tax and estate planning
Helping structure your wealth to preserve value for future generations.
Investments (ISAs, GIAs and bonds)
Designing and managing investment portfolios aligned to your objectives, time horizon and attitude to risk.
Pensions
Advising on pension contributions, consolidation and withdrawals to ensure your retirement savings are structured.
Cashflow forecasting
Providing clear insight into your long-term financial future, helping you understand how decisions today affect tomorrow.
Cash management
If large cash reserves are needed for any purpose we have access to specialist companies who can help obtain the best return whilst maintaining 100% FSCS protection.
EIS and VCTs (tax-advantaged investing)
Advising on higher-risk, tax-efficient investments where appropriate, as part of a wider, well-balanced financial strategy.
Protection and insurance
Helping protect you, your family and your assets through carefully selected insurance solutions.
Coordinated professional advice
Should you have an advice need that is beyond our remit, such as legal or accountancy services, with your consent we can put you in touch with a professional that shares our values and help coordinate your relationship with them.
Start your journey
Connect with Nascentia Wealth to discuss your goals in confidence. All enquiries are treated with discretion and care.
Inheritance tax planning is not regulated by the Financial Conduct Authority.