The aim of Mendip Wealth Management is to help those wishing to secure their financial future, whether your priority is to:
Preserve and build wealth
Secure an income
Review existing investments and pensions
Reduce potential inheritance tax liabilities
Take control of your finances following a divorce
Invest the proceeds of a compensation payment
We take time to understand you, your business and your family. Most importantly, we want to understand your future goals and aspirations so we can help you to achieve them.
After careful consideration, you will be presented with a personalised recommendation in an easy to understand format.
Our planning services do not stop here, we pride ourselves on updating your plans as your circumstances evolve through time and consider the impact of legislation on your portfolio.