hOW CAN WE HELP you?
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i AM Planning for My Future
Securing your financial future is about more than just saving—it's about setting clear goals and making informed decisions. Whether you're just starting out or building on existing wealth, we provide guidance tailored to help you achieve long-term stability and growth. Let's create a plan that turns your aspirations into reality.
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I am Preparing for Retirement
Thinking about retirement? From pension planning to income strategies, we’ll work with you to ensure that your golden years are financially comfortable. Our retirement solutions are designed to give you the peace of mind you deserve, so you can focus on enjoying life post-work.
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I am Interested in Investments
Interested in making your money work harder for you? Our investment services help you grow wealth with strategies tailored to your goals and risk tolerance. From stocks and bonds to diversified portfolios, we’ll guide you in building a strategy that aligns with your future ambitions.
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I NEED MORTGAGE ADVICE
Buying a home, refinancing, or investing in property? Our mortgage advice is crafted to help you navigate the complexities of property finance. Let us help you find the right mortgage solutions, saving you time, money, and ensuring a smooth path to property ownership.
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I am a Business Owner
As a business owner, managing both personal and business finances can be challenging. From cash flow management to succession planning, we offer comprehensive financial services to support your business journey. Let us help you achieve stability and growth while planning for the future of your business.
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I am Interested in the Next Generation
Preparing for the future means thinking beyond our own lifetimes. Our generational planning services are designed to help you pass on wealth, values, and security to the next generation. From setting up trusts to developing tax-efficient inheritance strategies, we’re here to support your vision for a lasting legacy.
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I am Interested in Personal Protection
Protecting yourself and your loved ones from life’s uncertainties is a crucial part of financial planning. Our personal protection services include life insurance, critical illness cover, and income protection to give you peace of mind. Let us help you create a safety net that ensures financial security, no matter what the future holds.
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I am Interested inbecoming an introducer
Interested in partnering with us and earning attractive commissions? As an introducer, you can offer your clients access to our trusted financial planning and advisory services while benefiting from a rewarding commission structure. Join us in helping clients achieve their financial goals, with the added assurance of a professional and collaborative process. Let’s work together to create value for both you and your clients.
WE can help with:
Planning for your retirement
Investing or saving money
Making the most of a lump sum of money such as a redundancy payment or an inheritance
Buying a property or taking out a mortgage
When your life changes for example, you're starting a family, getting divorced or you've been widowed.
There will probably be times in your life when you're not sure what to do with your money or what decisions you need to make about your financial future. There are thousands of different financial products on offer and choosing between them can be difficult.
If you have little experience of dealing with finances or you're confused about making a decision, it may be helpful to get professional financial advice.
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Pensions
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Investments
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Mortgages
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Immediate care plans
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Equity Release
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Life insurance
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Critical Illness
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Financial Planning
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Directors insurance
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* Pensions * Investments * Mortgages * Immediate care plans * Equity Release * Life insurance * Critical Illness * Financial Planning * Directors insurance *
““Financial planning is bringing the future into the present so you can do something about it now.””
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Book at your convenience, schedule a free 20 minute no commitment initial chat with our financial adviser today
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If you’d like a free, no-obligation chat with a Patrick Wayne Wealth adviser to discuss your particular financial needs.