About Garwood Wealth Management
We believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families and their futures.
Our role as financial advisers is to help you to meet your financial goals, ensuring that the advice we give you is tailored specifically for your needs. We’ll work with you to understand your current position, and then to create short, medium and long-term strategies to protect and grow your money.
Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, when you need it most.
To learn more about how we can help you please call us now.
Where we can
help you
Your financial situation is unique and so are our services. The approach we take is simple:
- We find out all about you
- We understand your goals
- We get to know your appetite for risk
We then use all the tools and expert knowledge at our disposal to offer you relevant solutions.
Only then can you make an informed choice.
Our services are comprehensive too, which means we can offer professional advice across each of the stages of your financial life.
The stages of your financial life where we can help:
- Protecting wealth - protecting you and your family’s standard of living against the unexpected
- Property wealth - ensuring the best arrangements for your home, second home or buy-to-let properties
- Managing wealth - making the most of tax-efficient investment opportunities so that money is available when you want to spend it
- Creating wealth - ensuring you maximise your standard of living for when you do not want to work so hard
- Business wealth - helping small and medium-sized enterprises to grow and become more profitable
- Preserving wealth - preserving the value of your estate for the benefit of your family
- Retaining wealth - retaining more of your hard-earned money legally and ethically
THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU CAN GET BACK LESS THAN YOU INVESTED
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
If you would like help planning for the stages of your financial life please call now.
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Garwood Wealth Management
10 High Street
Fareham
Hampshire
PO16 7AN
Email: kris.garwood@garwoodwealthmanagement.co.uk
Tel: 07870 616904
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service
(www.financial-ombudsman.org.uk)