Managing your personal and business wealth
Our team of experienced Independent Financial Advisers (IFAs) will look at the bigger picture of your personal and business life, including your short-term, medium-term and longer-term goals and your tolerance to risk.
Independent means independent
It’s by getting to know you properly that we make sure we’re in the best position to give you the right advice. We are not tied to any company or bank, so you can also be sure that our recommendations are unbiased and based entirely on what we believe is right for you in terms of value and suitability for what you are aiming to achieve.
Our first meeting is FREE
We offer a free, initial, no obligation meeting, to help you decide whether you would like to work with us. We always base our recommendations on thorough discussion and a clear understanding of your circumstances and goals, which is why we want to meet with you first.
- Inheritance tax planning
- Wealth protection
- Business succession planning
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website https://www.financial-ombudsman.org.uk/
Where your complaint relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr.
*Howard Worth Independent Financial Management is a trading name of Howard Worth. Howard Worth is authorised and regulated by the Financial Conduct Authority. We are authorised to provide advice to our existing clients.