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Wealth Management

Long-term planning of your finances involves careful assessment and forethought. With proven methods and decades of experience, we have the expertise to help you manage your money for years to come, giving you peace of mind and security.

We’re a specialist, independent and fully qualified team, highly skilled in all areas of investment and long-term wealth management, including:

  • Retirement planning
  • Estate planning
  • Inheritance planning
  • Investments
  • Lifetime cash flow and financial planning
  • Wealth protection and life insurance
  • Corporate pensions
  • Key man and shareholder protections

As lifetime financial planning is one of our areas of expertise, we hope to work with you and your family throughout future generations, managing inheritance and lifetime cash flow.

We enjoy getting to know our clients and specialise in providing personal solutions specific to your needs. We don’t believe in selling complicated, expensive products and schemes. We want to help you achieve your financial goals, so we fit what we do around your requirements. Our approach is based around regular review meetings and strategy planning so that you can be sure your money is protected.

For more information about how we can help please visit the website of Brown Butler Pension and Investments.