• INVESTMENTS INVESTMENTS

    INVESTMENTS

    Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides information on different types of saving & investment.

  • PENSION PLANNING PENSION PLANNING

    PENSION PLANNING

    It’s important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you.

Contractor wealth Benefits

  • Personal Pensions

    Personal Pensions

    Get on track for your retirement planning and use the funds in your business efficiently. Review any existing provisions to make sure you aren’t taking unnecessary risk.

  • Tax Efficiency

    Tax Efficiency

    Make the most of your annual allowance to ensure you are as tax efficient as possible as once the allowances are gone, they are generally gone forever.

  • ISA’s

    ISA’s

    Make the most of your £20,000 annual ISA allowance between cash and investment based ISA’s to make your money work harder for you.

  • Investments

    Investments

    Ensure you aren’t missing out on any potential growth by having a review of your investment planning.

  • Protection

    Protection

    Protect yourself, your business and your loved ones, either personally or by making the most of the ownership of your company.

  • Estate Planning

    Estate Planning

    Manage your estate effectively to ensure your loved ones aren’t paying away unnecessary tax.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.

CLIENT REVIEWS

  • ' Highly recommended financial planning service ': Contractor Wealth helped me as an independent consultant, to review my financial goals and to put in place a plan, including a pension. The process was done remotely and was efficient and simple. All steps were clearly set out and explained in detail with lots of time for questions. - Jeremy Lister in Leeds

  • I found David and his team at Contractor Wealth to be very professional and proactive, and they went to every effort to make the world of pensions clear, easy to understand and engaging. David took the time to get to know me and my financial situation in detail and outlined in depth the chosen product. They were very transparent throughout and outlined the fees and costs at every step of the process which I really appreciated. I would thoroughly recommend David and Contractor Wealth for pension and other IFA advice in the future.

Contractor wealth contact

Find the informations on how to contact us by a range of methods. We are here ready to help you.

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