{"id":135,"date":"2021-08-18T10:42:44","date_gmt":"2021-08-18T09:42:44","guid":{"rendered":"https:\/\/ctt-group.co.uk\/private-client\/independent-financial-advice\/"},"modified":"2024-03-28T09:56:09","modified_gmt":"2024-03-28T09:56:09","slug":"independent-financial-advice","status":"publish","type":"page","link":"https:\/\/ctt-group.co.uk\/private-client\/services\/independent-financial-advice\/","title":{"rendered":"Independent Financial Advisors Leamington Spa"},"content":{"rendered":"
Wealth planning is when you structure your wealth to preserve it, build it and then transfer it to your loved ones. Wealth planning combines wealth protection, business succession, and investments.<\/p>\n
Your wealth will serve you differently at separate stages of your life.<\/p>\n
We will carefully examine both your personal and business financial needs. Then, to help you protect, expand and pass on your wealth, we will develop dynamic wealth planning strategies tailored to you. These strategies will serve as a roadmap for your financial future.<\/p>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n
Once your strategy is in place, our advisor will send you regular statements to inform you about your portfolio. Furthermore, our advisor will schedule frequent meetings to discuss your objectives and progress and to address any queries you may have.<\/p>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n