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Avalon Wealth Management Limited

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Avalon Wealth Management Limited

Overview:

We are a firm of Independent Financial Advisers and provide a wide range of services to secure your future, and maximise your wealth. Our Services include but are not limited to the following areas:

Investment advice (including alternative ‘non stockmarket’ funds that produced positive returns every month, in 2008

   Pro-active Pension and Retirement advice
   Inheritance Tax / Estate planning & advice on using Trusts
   Tax Planning services for Higher Rate Taxpayers & Limited Companies
   Mortgage advice (Commercial & Residential)
   Secured & Unsecured Loans, Bridging & Development Loans
   Life cover, income protection, critical illness cover, Redundancy cover
   Full Will writing service
   Lifetime Cashflow and Wealth Planning service
   Full Financial Reviews
We have many years experience within our firm of advising clients in many areas of Financing Planning. In rare cases we can and do arrange one off plans and policies for clients who know exactly what they want. However, in our experience the majority of clients need guidance in ascertaining exactly what they need to achieve their goals.

This is where we add value - in working with our clients and building a plan for the future to make their goals reality over time. Such a plan may call for us to advise on the right protection levels to cater for the unexpected loss of income throughout a client or breadwinner's working life, to source finance in the form of a mortgage, secured or bridging loan or it may be a straightforward need for a tax efficient savings plan or pension. In other situations for more mature clients their main concern may be planning to reduce their Inheritance Tax burden, or to plan to avoid potentially losing all their hard earnt savings (and home ) to future nursing home fees !

Our clients range from young singles, couples with young families, through to older clients that have already retired and are receiving retirement income via pensions and other investments. For business owning clients the priority may be deciding how to extract excess profits as tax efficiently as possible - we have the knowledge and experience to advise clients in these and many other more complex situations.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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