Wealth management

When it comes to planning the future for individuals, families and businesses our financial planners take the time to get to know you, listening to what is important to you and understanding your short, medium and long-term goals.

How Napthens Wealth Management can help

We will take you through a financial planning process, helping you understand the tax strategies and investment options available to you, all while determining the level of risk you are willing to take on to achieve your goals.

When you are happy with the plan, our team will implement it, and regularly review your plans.

Our financial planners work closely with Napthens’ legal specialists to provide an all-round, personalised service.

By working with you over the long-term, we can help you achieve financial peace of mind and, in conjunction with Napthens’ legal team, can advise on how to maximise the value of an estate when it comes time to transfer wealth to the next generation.

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

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

Financial Ombudsman Service

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