Firm helps you plan for the future

Private Wealth Management is a lifestyle financial planning company specialising in:

• Financial & Lifestyle Planning
• Investment Advice
• Retirement Planning
• Protecting your family
• Long Term Care
• Inheritance tax

Whether you would like a review of your financial position or wish to draw up a plan for the future Private Wealth Management can help.

The company is independent. It has no ties to life assurance companies or fund management groups and its charges are based on transparent fixed fees.

In addition it has been given the seal of approval by East Sussex Trading Standards by being awarded Buy with Confidence status.

Companies are vetted before being considered for this award. They must show Criminal Records Bureau clearance for all staff who work in people’s homes, ensure staff are properly trained for their work and demonstrate that the business responds promptly and correctly to customer complaints.

Managing director Mark Robinson, pictured above right, said: “It is very important for us to be seen as a reputable firm acting in the best interests of our clients. It is brilliant that Trading Standards have confirmed that people can Buy with Confidence from us.”

Private Wealth Management enables you to do all the things you want in life while still focusing on growing your wealth.

Few people are able to manage their wealth or finances well because the financial world is complex and fast-changing but Private Wealth Management can help you to make the most of what is on offer.