How we can help
Sapient Wealth Management is committed to helping you build a goal-based financial plan that reflects what’s most important to you. We believe that retirement, tax and inheritance planning are all interconnected, and viewing them as one can help to preserve your wealth and achieve your financial goals.
We understand the value of joined-up thinking, and look at all aspects of your wealth in an integrated way. We take time to understand your specific circumstances, considerations and goals, and work with you to create and implement a structured plan encompassing all the relevant areas of wealth management for you. Everything is then tailored to your particular circumstances and needs, and we then plan to grow and adapt as you live your life.
Complete financial planning and investment service
Retirement Planning
We can help you build the wealth you need to achieve financial independence in later life – and maximise your income in retirement.
Estate Planning
Without adequate inheritance tax (IHT) planning, your loved ones could be left with a higher than necessary tax bill. We’ll help you so you can distributed according to your wishes.
Review Your Pension
An underperforming pension pot can leave you with financial set-backs in retirement. You can’t predict the future, but you can prepare for it.
Investment Planning
From managed funds to bespoke, personalised portfolios, our experts will create the right solutions for you.
Protecting your family
Can you put a value on peace of mind? We can show you the best way to protect your income, your family and your business if the unexpected happens.
Mortgages
We can advise on the best way to own your family home, or build a property portfolio.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.