Wealth Management

Wealth Management

Whether you feel you have money or don't, the fact is you can make more out of what you have by investing it in the right places - and utilising tax breaks. We have the experience and know how to ensure you are making the right decisions at the right times.

RETIREMENT PLANNING

Retirement is probably the most important area of your finances. Sky Wealth offers a range of retirement solutions, not solely focused on pensions – including ISAs and property investments. We can provide advice on all types of pensions from SIPPs to SSAS’s to company schemes. Pension’s advice isn’t just limited to accumulating income, but rather creating a strategy for how to draw a retirement income in the most tax efficient way, via income drawdown and/or annuity advice.

LUMP SUM INVESTMENT

Whether you have accumulated cash over time or you have had a windfall such as an inheritance, choosing the right investment vehicle and investing strategy is critical. With access to a range of world-class investment solutions including discretionary managed services and by investing wisely, we can help you to maximise returns to enable you to grow your money. We advise on all different types of investments ranging from ISAs to Onshore and Offshore Bonds to EIS’s & VCT’s.

REGULAR SAVINGS

Not all clients come to us with a lump sum to invest, however they find that they can afford to put money away on a monthly basis. We help them create wealth by advising them on suitable regular savings vehicles.

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TRUST AND INHERITANCE TAX PLANNING

As Benjamin Franklin said: "There are only two certainties in life; death and taxes." Taxation affects everyone. Given today’s house prices in London & the South of England, inheritance tax could reduce your assets substantially on death. We provide workable solutions to minimise the Inheritance Tax liability on your estate, enabling you to pass on the maximum legacy to loved ones.

SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.
CONTACT US

What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Mr & Mrs B, Reading

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Mr & Mrs E, Andover
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Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598

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