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Michael Wood Wealth Management Limited
 
 
Overview: 

Leading new standards in the world of financial advice, we work with a wholly people-focused ethos. As lifestyle financial planners, we listen carefully to our clients in order to understand them as individuals. From this point of understanding, we are able to help transform intangible concepts, such as quality of life, into something real. We provide a personal service that is sensitive to individual needs. We develop relationships with our clients, leading to lifelong advice. We help them take control of their finances to provide peace of mind regardless of life's changes. The underlying approach to financial planning is to help clients decide how they want to spend the rest of their lives, to agree planning assumptions related to the likely cost of that lifestyle and then to help them prepare a plan which, when implemented, will make the best use of their resources towards the achievement of their objective. Typically, this involves helping them with investment planning, tax minimisation and risk management.


 
 
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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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