Wealthmasters Financial Management Ltd Logo
Telephone:  020 3841 6881
Email: clientcare@wealthmasters.co.uk
Atlantic House, Charnwood Park, Waterton, Bridgend CF31 3PL

Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?
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Pensions

When do you want to retire and how much income will you need?
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Investments

Are you making the best use of any spare capital or surplus income?
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FAP Brochure

Please click the picture above for our latest brochure on how to take control of your finances.

Making a Will

A properly drafted Will can protect your Family Property and Assets from Divorce, Bankruptcy and Remarriage; as well as providing effective Inheritance Tax planning. Our Specialist Advisers can greatly reduce the amount of tax payable on death; particularly where your Business Assets are put into a trust.

We also arrange Lasting Powers of Attorney for clients who wish to appoint someone to manage their affairs if they are too ill to do so.

Few people know how clever wills can be if written in the correct way. The methods used are particularly effective for Business clients such as Dentists and can effectively minimise Inheritance Tax liabilities and protect your family for future generations.

For more information please contact us by email at clientcare@wealthmasters.co.uk or alternatively by calling our offices on 0203 841 6881. 

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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 15/06/2021 at 07:00 PM
Reviews and Ratings for Financial adviser John Walls, Cardiff