Investment

As independent financial advisers we at Channel Wharf Wealth Management have access to a large range of investments. By working with you we can understand your Attitude to Risk and ensure you invest in funds that help protect and grow your wealth whilst having the comfort that they are in safe hands.

Retirement

We give our clients the confidence to enjoy their retirement without worrying about the financial impact. By working with you we take time to discover when you want to retire and your needs in retirement, this knowledge of your circumstances combined with our financial planning process and cashflow modelling will help you meet your retirement goals whilst enjoying the present.

Protection

Whilst no one plans to get ill, injured or to leave our loved ones behind we can plan that if you do you will have peace of mind that they are financially taken care of. We will ensure that you have the most appropriate plan for your needs at a competitive rate.

Tax Planning

There are a number of tax breaks and incentives available from ISA investment to Enterprise Investment Scheme’s and Venture Capital Trust. We can help you invest in the most appropriate for your needs.

Tax Planning is not regulated by the Financial Conduct Authority

Cashflow Modelling

Channel Wharf Wealth Managements Cashflow Modelling techniques allow us to help clients remain on track and therefore provide you with the confidence to live your life within your financial limitations.

Taking care of Future Generations

Our planning doesn’t stop after successfully building our clients wealth. We work in partnership with you to ensure that you pass your wealth on to future generations.