Educate, Inquire, Inspire
What will be your legacy?
Write your own legacy with PH7’s Pro-active Financial Planning.
Welcome to PH7 Wealth management
Customised Financial Planning & Investing

Plan
Pro-Active planning
Pre-retirement planning, family protection – understanding your options and ensuring your ‘ducks are in a row’ from an earlier age..

Diversify
Savings & Investment
Planning for your future with savings and investments to best suit you and your families needs.

advice
Pensions
Are you going to retire on a Company Pension Scheme or draw a State Pension. Make sure your pension is working for you.

Manage
Business Owners
Ensure your company is run tax efficiently and profits ‘dove tail’ into your own personal financial planning
One Size Fits just one
Create a Retirement Strategy That Works For YOU
We work to understand your objectives in relation to how you wish your retirement lifestyle to look. We then find the most suitable plan forward for you. This is the ‘cornerstone’ to PH7’s approach to Financial Advice.
How We Work. Our Mission & Values
We aim to connect with our clients at a deep and authentic level. This enables clients to gain a deeper understanding of their situation and get the most they can out of life. Our intention is to give compassionate and empathetic advice.
We don’t plan with graphs we plan with people. As a client of PH7 Wealth
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Financial Services
You may know exactly what service you’re looking for, or, you may want help on where to begin. We do both.
Pension Reviews
We’ll review your investment – does it still match your attitude to risk? Is it performing well? & more.
Retirement Planning
Retirement may be at the back of your mind, but we can’t stress the importance of time set aside to look at future goals.
Wealth Management
Portfolios are rebalanced quarterly and funds are regularly checked against the benchmark for performance and switched if necessary.
Corporate Planning
With pro-active planning, we meet before the financial year end and look for tax planning opportunities.
Estate Planning
Inheritance Tax and Long Term Care fees, with some careful planning, can be effectively reduced or even cleared.
Flexi-Access Drawdown
Benefit from good investment performance in a tax-efficient environment and exercise control over your own investment portfolio.


a strong investment proposition
Let Us Help You Take Your Money To New Heights
Our Independence allows us to select from the whole market. We have access to the most sophisticated planning tools such as cash flow modelling so you can plan around your objectives and look at scenarios such as when money will run out or what happens when I draw extra money out for such things as holidays or house expenditure, or what would be passed on to the next generation. We work closely with Discretionary Fund Managers with a wide range of passive, active and ethical funds and portfolios. Having said this, our philosophy of investing is not in relation to which funds we believe are the best but what our clients capacity for loss and attitude to risk
GOVERNING BODIES




Contact
Get In Touch
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