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Wealth management

Protecting your financial future

There are so many ways to protect and enhance your wealth that making the right decisions, without professional advice, can be extremely difficult.

Brebners' wealth management team is here to help you.  Our goal is to provide advice and support that helps you achieve your financial aspirations - not by making assumptions about your personal financial goals, but by asking lots of questions and, as your circumstances change, continuing to ask.

Keeping things simple

As tax rules have become increasingly complex, financial products have become more and more sophisticated.

Amidst the complexity, we aim to deliver simplicity - advice that you can understand and that is entirely transparent.

We have a highly experienced and talented team who can guide you through every aspect of managing your wealth.  The team is made up of an Independent Financial Adviser and tax specialists.  Their combined expertise covers the following areas:

  • Pension, retirement and inheritance tax planning
  • Investment advice
  • Wealth protection - life assurance, critical illness, key man
  • Investments for children
  • Mortgage advice - be it a new purchase, remortgage or buy to let

Related information:

For more information and to arrange a free initial consultation please contact: