At First Choice Financial Management Ltd our objectives are: first, to make sure our clients meet their immediate and future financial aims; second, to guarantee that the wealth our clients create during their lifetime enables them to live their lives on their terms and that their wealth passes to the next generation in the best controlled and tax-efficient manner; and third, to give our clients children the information they need to obtain and use that wealth in the most effective way.
We represent high net worth individuals, small business owners, and company directors, and we offer specialist advice on all areas of wealth management, including:
Pre- and post-retirement planning,
Lump sum investments,
Inheritance tax mitigation,
Investing for income,
School fees planning,
Generational/bloodline planning
Local Independant Financial Advisors, Trusted Local IFA, Investment Planning Advisors, ISA Advisors, Investment Advisors, Pension Advisors, Retirement Planning Advisors, Pension Annuity Advice, Pension Draw Down Advice, Company Pension Advice, Estate Planning Consultants, Inheritance Tax planning, Life Insurance Advice, Critical insurance advisors, Local Mortage Advisors, IFA Mortgage Advisors, Will Writing Services