NGEN Financial Planning

Financial Services

Corporate Wealth provides Corporate Financial Planning service to businesses and the business owners. The firm also provides a Lifestyle Financial Planning service to the professional community which include Solicitors, Accountants, Doctors, Dentists as well as other professionals in the medical field.

With over 45 years of experience our service is highly personalised as each business and it's owners have their own particular needs and requirements. This is also the case with all professionals. The service starts with a confidential interview to determine our client's needs and requirement and establish their current circumstances. We will then analyse the information and prepare a report with recommendations that best achieve all the requirements.

Experience, transparency and openness are keynotes of the way in which we provide our services, thus underpinning our commitment to integrity in all our dealings with clients. We recognise that the complex financial environment requires clients to have advice, which they can understand and which gives them the comfort of knowing that the most appropriate solution to their needs has been provided. This service level is continued on a regular basis so that any change in circumstances can be addressed and your financial plan reviewed accordingly.

Corporate Wealth is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Visit Website