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Welcome to 
Assured Private Wealth

Our team of inheritance tax financial consultants provide independent financial advice on pensions, wills and trusts together with insurance and general protection.

inheritance tax planning consultants & Financial Advisers

Our aim is to provide independent financial advice for individuals and businesses, catering to your specific needs. The initial introduction process allows us to gather information about your finances, prospects and hopes for the future. Working together, we provide a practical plan allowing you to achieve your long-term objectives while also setting short to medium-term goals.

Long-term planning with pensions, wills and trusts ensures you benefit from tax breaks and minimise your tax liabilities. A flexible approach allows us to adapt to your changing situation and the ever-changing mix of financial regulations while not losing sight of your long-term aspirations.
About Us
I was happy with the service and correspondence between Paul and myself, he was very professional throughout the process. Paul supplied all the information required, following our telephone conversations.
Judy C
Professional and friendly service from experienced people to help you make the right choices and complete the important paperwork.
Tim P

Want to know more?

Call us for a friendly chat on 02380 661 166 or email:

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