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Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

Different Ways To Grow Your Wealth

Irwell Wealth Management provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.

You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.

Irwell Wealth Management can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.

The Financial Conduct Authority does not regulate school fees planning.

Other Services

Pensions

Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation.

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Protection

Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

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Business Owners

Business Owners

Our work at Irwell Wealth Management with business owners brings us into contact with companies of all sizes across the UK.

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Estate Planning

Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.

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