A stress-free path to managing your finances.

We are a team of highly competent protection & wealth consultants with years of experience specialising in protection & wealth management; everything from investments, insurance and pensions.

Financial Planning & Investments

Professional advice in setting up financial strategies; evaluating current financial status and creating future plans or solutions; whether that would be a business or an individual. We give guidance in investment options according to your personal needs and objectives.

Protection & Insurance

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.

Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

There are various ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.

We can help with many different ways to protect your family and your standard of living when you need it most. Click on the different protection options on the main menu to learn more about these.

https://www.wealthmax.co.uk/