Financial Services | Financial Adviser | Turner Wealth & Consultancy
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Services

PROFESSIONAL SERVICES TAYLORED FOR YOU

Investment Management

We provide expert advice on your investment solutions, working with our selected partners we can find the most appropriate custodian, both onshore and offshore.

Our first priority is to protect your money, we will manage your money according to your attitude to risk and we will adjust the investment strategy as your circumstances or financial priorities change.

The aim is to provide you with consistent returns over the long term without providing excessive risk.

Our Investment Management Partners can manage funds in multiple currencies and also have unique knowledge in managing portfolios to meet UK resident Non-Domicile requirements.

We can help you make the most of your annual allowances, consolidate or review your existing investments and we can create a portfolio to meet your individual requirements and preferences, such as ethical considerations.

Retirement Planning And Pensions

The constantly changing pension landscape, along with shifting economic climate and improved life expectancy means that retirement planning will be one of the most important life events that you need to plan for.

Whether you are looking to consolidate your pension, finding the best strategy to draw your income or you need the peace of mind of having a professional develop a personal retirement plan for you, our expert advice in retirement planning solutions can help.

Pension Consolidation

Having numerous and complicated pensions across different pension providers and platforms can be time consuming and can increase the risk of losing track of your various plans. To make pension planning easier you may consider pension consolidation.

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Insurance Consultation

We provide advice on a number of insurance policies to protect what is most valuable to you.

Life & Health Protection

We can not predict or prevent unfortunate incidents such as accident, illness or death, which can have an impact on your financial well-being. However, with a little care and attention protection plans can be easily put in place to cover the financial loss that such events could incur.

We can provide expert advice on Critical Illness Cover, Business Protection, Life Cover, Mortgage Cover, Income Protection and Private Medical Insurance.

Estate Planning*

Passing wealth to loved ones often forms an important part of your investment strategy.

Working alongside our legal partners we can help you work out how best to protect what you have built up over your lifetime and with forward planning it may be possible to significantly reduce or eliminate altogether any tax liability your loved ones may face.

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Tax Structuring*

Careful structuring of your assets can help reduce your liabilities. We work closely with a number of specialists to always ensure that you are given the best advice for your individual requirements. Tax structures, and/or trusts may be recommended where appropriate.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.

Mortgages*

Finding the right finance for your property transaction can be daunting and time-consuming.
We can offer a completely independent mortgage advice service via an introduction to a mortgage specialist within the Vision network to ensure you secure the right residential or commercial mortgages for your needs.
Your home may be repossessed if you do not keep your mortgage payments up to date.

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*The Financial Conduct Authority do not regulate Inheritance Tax Planning, Tax & Trusts and certain forms of mortgage lending.

The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. Turner Wealth & Consultancy Ltd is registered in England & Wales. Registration number 11619221. Registered Office: Tavistock Square, London, United Kingdom, WC1H 9LG. Tel: 07515 945705. Turner Wealth & Consultancy Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number is 487395. This can be verified by visiting The Financial Services Register here. Vision Independent Financial Planning Ltd is registered in England and Wales. Registration number 6650476. Registered Office: Vision House, Unit 6A Falmouth Business Park, Falmouth, Cornwall, TR11 4SZ. Tel: 01326 210904.