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Fernbank Wealth - Chartered Financial Planners/Advisers.
Planificación financiera experta para tu tranquilidad, desde el impuesto de sucesiones hasta las estrategias de jubilación.
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Business
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Planificación financiera experta para tu tranquilidad, desde el impuesto de sucesiones hasta las estrategias de jubilación.
Fernbank Wealth ofrece servicios expertos de planificación financiera y asesoría con certificación Chartered en Londres. Especializada en la planificación del impuesto de sucesiones, estrategias de jubilación y gestión de inversiones, la firma ofrece asesoramiento personalizado y claro, adaptado a la situación única de cada cliente. Con un estilo cercano y sin pretensiones, Fernbank Wealth ayuda a los clientes a navegar decisiones financieras complejas con transparencia y profesionalismo, garantizando seguridad a largo plazo y tranquilidad.
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Asesoramiento experto para minimizar las obligaciones del impuesto sobre sucesiones y asegurar su legado para las generaciones futuras.
Estrategias personalizadas para la transición del empleo a la jubilación, incluida orientación sobre pensiones y planes de inversión a largo plazo.
Opciones de inversión claras y con enfoque en el riesgo, y gestión continua para hacer crecer y proteger su patrimonio.
Evaluaciones regulares y actualizaciones proactivas para asegurar que su plan financiero esté alineado con metas cambiantes y las condiciones del mercado.
Orientación estratégica para propietarios de negocios, incluyendo presentaciones a redes útiles y a eventos para impulsar el crecimiento.
Calificación general
Gareth Williams
Miles has provided clear and excellent advice on our investment options as we moved from full time employment to retirement. He has explained in simple terms where the benefits and risks lie and has made a complex situation a lot easier for us to understand. He has provided us with a long term investment plan and he has helped us with decisons that needed to be made to secure our financial future. This has included guidance on state and private pensions and how we should deal with interitance tax for our children. Nothing has ever been a problem for Miles and his team and they have been efficient and responsive with any actions from our financial reviews. We highly recommend his services.
Shahin Finchley
I needed someone to advise on Inheritance Tax. I initially spent weeks researching solicitors because I thought it was something that they dealt with. Most of them said they did but two of them were honest enough to admit that a financial adviser would be the most suitable person. Then I spent several weeks researching financial advisers. I read the reviews. I decided on Miles because he is an expert with great reviews, and on the phone he came across as the nicest and unpretentious. All the good things written about him are true. I deal with people who I like as human beings. I found Miles to be approachable and relatable. I like his outlook on life; similar to mine. He can just as well deal with someone who has £10 as well as £10 million. I liked it that when I met him he was not wearing a suit and tie and the meeting was in an informal setting. That put me at ease. I enjoyed the meeting. Miles is also practical and honest. He is knowledgeable with the technicalities and he can explain them clearly to a layperson. I was very happy to pay Miles’ professional fee because it was money well spent. I have no hesitation in dealing with him in future.
Dan Newell
I’ve known Miles and his family for a long time and trust him 100%. I have a busy job (and a large family!) so no real time to manage my finances. Miles has advised me for many years with an outstanding service. He’s always given me time to talk through any detail - enabling me to get on with my life and sleep well at night knowing my finances are in safe hands. He’s a top guy, true professional with a good splash of humour. Thank you and highly recommend Miles
Tom Chambers
Miles offers excellent financial advice and is proactive in his approach. He has introduced us to people and events that have have had a very positive impact on our business. And personally, he has been full of sound ideas. He is trustworthy, transparent in his dealings and good value, I would highly recommend him.
Helen Ox
Miles has enormous patience and a way of explaining things so one is completely clear about the various planning options and propositions he is putting forward, tailor made for one's situation. He has helped reduce our inheritance tax significantly, guided us through various investments and given us complete peace of mind. I feel very comfortable with the advice he has given. If like me, you are not well versed in things financial and find modern technology rather trying - then Miles is your man! We have worked with him for many years, trust him implicitly and would wholeheartedly recommend him.
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