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Financial Planning

No matter what your goals in life, it’s important to
get the right help and guidance along the way.

When it comes to planning for you and your family’s future, Napthens’ wealth management team will work with you to provide a comprehensive financial plan that will provide the direction you need to help achieve your goals.

Financial Planning Process

We will take you through a financial planning process which we hope will be the start of a long term relationship. Our advisers will:

  • Agree with you a financial plan to help you achieve your future goals
  • Construct a personal investment strategy for you
  • Ensure that tax planning forms part of the overall strategy
  • Regularly review your plan with you

All-Round & Personal Wealth Management Advice

Our wealth management advisers work closely with estate planning and other legal specialists to provide an all-round, personalised service. So, while guiding you through a process that will help achieve financial security during your lifetime, we can advise on how to maximise the value of your estate when you transfer wealth to the next generation.

Working alongside legal specialists across Napthens our team can help with:

  • Effective inheritance tax strategy as part of your estate planning
  • Planning to meet the cost of future care
  • Assistance with your financial affairs in the event of relationship breakdown and divorce
  • Financial and succession planning for business owners
  • Financial advice on property investment
  • Investment advice for injury compensation

Get in Touch for Financial Planning Services

Find out more about how we help you achieve your financial goals and our wealth management process.

The Financial Conduct Authority does not regulate some forms of Tax advice and Estate Planning.

The value of investments can fall as well as rise.  You may not get back what you invest.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Napthens Wealth Management Ltd is an appointed representative of Ludlow Wealth Management Group Limited which is authorised and regulated by the Financial Conduct Authority. Napthens Wealth Management Ltd, registered office 7 Winckley Square, Preston, Lancashire,PR1 3JD, registered in England, Company Registration Number: 8372779.  Financial Ombudsman Service

  • David Hardman
    Financial Planner
    Department: Wealth Management
    Location: Solicitors in Preston
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    David Hardman - Napthens Wealth Management
  • Diane Lang
    Financial Planner
    Department: Napthens Wealth Management
    Location: Solicitors in Preston
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    Napthens Solicitors Employee Diane Lang
  • John Cummings
    Financial Planner
    Department: Napthens Wealth Management
    Location: Solicitors in Preston
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    John Cummings Napthens Wealth Management
  • Jonathan Whitmarsh
    Financial Planner
    Department: Napthens Wealth Management
    Location: Solicitors in Preston
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    Napthens Solicitors Employee Jon Whitmarsh
  • Karl Baker
    Financial Planner
    Department: Napthens Wealth Management
    Location: Solicitors in Preston
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    Karl Baker - Napthens Wealth Management
  • Michael Bell-Smith
    Financial Planner
    Department: Wealth Management
    Location: Solicitors in Preston
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    Napthens Solicitors Employee Michael Bell-Smith
  • Oliver Brennand
    Financial Planner
    Department: Wealth Management
    Location: Solicitors in Preston
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    Napthens Solicitors Employee Oliver Brennand
  • Simon Howard
    Financial Planner
    Department: Napthens Wealth Management
    Location: Solicitors in Southport
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    Napthens Solicitors Employee Simon Howard
Meet the team...
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