Making smart decisions about your money can ensure that it provides returns for you and your family for many years to come. If you don’t know where to start, then our expert Bath advisors are here to help with impartial and unbiased advice.
Each service that we provide is individually tailored to you.. We understand that every person’s finances are different as are the goals for their wealth management. We offer bespoke services; we listen and learn about your finances before we suggest the right options for you.
We have 80 team members managing over £1 billion for our clients. We’re tried, trusted, FCA regulated and award-winning, so contact us today if you’d like our help! We’ll arrange a courtesy discovery meeting enabling us to get to know you better before we proceed with offering our Bath wealth management.
We offer a wide range of resources to help you build a brighter financial future. We can help you manage your retirement funds, inheritance tax, investments and insurance.
If you have funds in multiple retirement pots and wish to invest them, then we can assist you in this. Our investment team will help you to prepare for your retirement to ensure that you can be comfortable in the long term.
We can also assist you with estate planning, to help maximize the legacy that you leave behind to others in the event of your passing. We’ll help you to reduce your inheritance tax bill with smart financial decisions that keep you in control of your money.
Choosing Prosperity Wealth for your wealth management advice in Bath means that you will have the benefit from someone who understands the unique financial layout of the local area, such as the challenges and opportunities in local housing and business markets
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