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Fernbank Wealth - Chartered Financial Planners/Advisers.
Planification financière experte pour la tranquillité d'esprit, de l'impôt sur les successions aux stratégies de retraite.
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Planification financière experte pour la tranquillité d'esprit, de l'impôt sur les successions aux stratégies de retraite.
Fernbank Wealth offre des services professionnels de planification financière agréée et de conseil à Londres. Spécialisée dans la planification de l'impôt sur les successions, les stratégies de retraite et la gestion d'investissements, l'entreprise propose des conseils personnalisés et clairs adaptés à la situation unique de chaque client. Connue pour son style accessible et sans prétention, Fernbank Wealth aide ses clients à prendre des décisions financières complexes avec transparence et professionnalisme, assurant une sécurité et une tranquillité d'esprit à long terme.
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Conseils d'experts pour minimiser les droits de succession et sécuriser votre héritage pour les générations futures.
Stratégies personnalisées pour passer de l'emploi à la retraite, y compris des conseils sur les pensions et des plans d'investissement à long terme.
Options d'investissement claires et adaptées au niveau de risque, avec une gestion continue pour faire croître et protéger votre patrimoine.
Évaluations régulières et mises à jour proactives pour garantir que votre plan financier reste aligné avec vos objectifs changeants et les conditions du marché.
Orientation stratégique pour les propriétaires d'entreprise, y compris des mises en relation avec des réseaux et des événements bénéfiques pour stimuler la croissance.
Note globale
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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