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Making smart choices to maximise and grow your wealth

We combine our experience and holistic understanding with the latest technology to help you make smart choices with your money. Wealth management doesn’t have to be complicated, but it is important to find the right strategy for your individual circumstances. We will work alongside you to help you find ways to grow your wealth efficiently so you can reach your financial goals and focus on the important stuff. 

How we can help You Manage:

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General Investments

Bearing in mind that the cost of living is constantly on the rise, practically speaking, money kept in cash is losing value all the time. In order to keep pace with inflation, your money needs to be making money. When it comes to investments, it’s important to have a good idea of where you sit in terms of your attitude towards risk so your strategy matches your circumstances. We will work with you to find the right combination of products and services to help you maximise and grow your money towards achieving your financial goals.

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Tax Planning

Strategic tax planning is one of the most simple things you can do to reach your financial goals. We can help you understand the options that are available to you and make sure you’re getting the most out of your money.

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Retirement Planning

In order to develop an effective strategy and make the most of your retirement opportunities, it’s important to have a solid understanding of your specific goals and requirements. We will work with you to identify what’s most important to you and help you make the right decision as to what products are most likely to get you where you want to be after you stop working.​

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ISAs

An Individual Savings Accounts or ISA has become many people’s preferred way of saving, mainly diue to their favourable tax status. The account is exempt from income tax and capital gains tax on the investment returns, and no tax is payable on money withdrawn.Cash and a broad range of investments can be held within an ISA.

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Pensions

Pensions are a vital component in ensuring your money lasts after you stop working. Over the years, personal pension rules have changed with a view to making them more attractive to people saving up for their retirement. We will work with you to ensure you find the right option for you and have the plans in place to ensure you wealth sustains you into later life.

Where are you on your journey towards financial wellness?

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Periscope Wealth Ltd is an appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority FCA Number 653104.  Registered in England, Registered No. 09020864, Registered Address Greystone House, Moss Lane, Altrincham, WA15 8HW

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