Wealth Management

Through our FSA Registered Company, Wagstaffs (Wealth Management) Limited we offer an all-round financial planning and advisory service, we also offer specialist advice in the following areas:

Investment planning
Portfolio Management
Personal & Corporate pension planning
Inheritance tax mitigation and estate preservation
At retirement planning
Pension Trustee management
Trust Advice
Key Man and Shareholder protection

Wagstaffs is the trading name of Wags LLP. Wags LLP is a limited liability partnership in England & Wales, registration number OC317369. Wagstaffs Chartered Accountants are registered to carry on audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

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Wealth Management