UK inflation rate slows again in July
UK inflation eased to 3.1% in July from 3.2% in June, the third month in a row that prices have risen more slowly ...
Pension transfers to be restricted by new rules
The government is proposing to stop people transferring their pension pots between final-salary schemes ...
House prices starting to fall, say surveyors
House prices are starting to fall, the Royal Institution of Chartered Surveyors (Rics) has said ...
 
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Risk Management Review

Wise Financial work with clients to assess the true position of their assets and total liabilities. If they have dependants that rely on them, they need to provide a roof over their families head, and food on the table. They may also need money to pay for holidays, monthly payments on loans and credit cards, school or university fees or maybe a deposit on their first home. The biggest financial risk that clients face is that they cannot provide for their families needs.

Wealth Management

Many clients approach us after being recommended by family, friends or colleagues. Our goal is to place our clients in control of their money by creating a clear and transparent process that they can see, understand and know will be appropriate to their needs.

Tax Planning

In the current economic climate, demands for increased tax receipts will only increase. When you feel you have paid too much, Wise Financial Management can help. Building on the discovery meeting, we can develop a wide ranging strategy that will be tax efficient and may even offer the chance of tax relief on investments.