Vanmark Financial Services
Wealth Management
Wealth Management
An expert financial planner
Proper financial planning is essential at all levels of security and stability. We can help you optimise your wealth by taking advantage of all the benefits and incentives that are available to you this can include:
- Tax incentives
- Investment opportunities
- Personal pension plans
By harnessing our experience and knowledge, you can rely on the most comprehensive guidance on growing your wealth and protecting your future.
There are several ways to maximise your wealth, our experts can outline your options efficiently.
Retirement Planning
Retirement solutions are more diverse today than they have ever been. That is naturally advantageous to your planning, but navigating the options can be daunting. Vanmark can advise you on solutions beyond traditional pension schemes and options including;
- Personal pension plans
- SIPPs (Self-invested Person Pensions)
- Workplace schemes
- Common options such as ISAs and property schemes
Investment
Investing is often the first strategy we turn to when looking to grow and develop wealth. However, the most prudent investment strategy is always difficult to identify without the best advisor. A key part of our private wealth advisory is investment guidance that allows you to maximise your returns gradually in the long term. We know that the right investment can be different in every case, so we can advise on;
- ISA’s
- Offshore bonds
- VCTs (Venture Capital Trusts)
Building your savings
Wealth management doesn’t mean everyone comes to us with large sums ready to use. Our private wealth management includes services for helping you to grow savings with consistent strategies, setting realistic goals. We can advise you on the best methods for growing your savings.
Our advisers explain everything in a language that’s easy to understand.
With years of experience as financial planners, we understand the need for clarity and certainty is more important now than ever. To find out more about our financial planning, get in touch to speak to an expert.
Contact
Office
Tel: 01865 959099
Email: info@vanmarkfs.com
Main Office: Willowbrook, Oxford Rd, Frilford, Oxfordshire, OX13 5NU
Satellite Office: 1 Elmfield Park, Bromley, Kent, BR1 1LU.
Contact details for Jonathan (Financial Advisor)
Tel: 07983 118918
Email: jt@vanmarkgroup.com
Contact details for Chris (Mortgage Advisor)
Tel: 07535 225340
Email: chris@vanmarkgroup.com
