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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 you 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. 

Contact

Get In Touch

Got questions? lets talk!

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PH7 Wealth Management.

Good financial planning is key to helping you achieve your future goals and aspirations, at PH7 We work with you on your financial journey ensuring you and your families’ long-term future objectives are secure.

Contact

Get In Touch

01282 479 930
info@ph7wm.co.uk
M-F: 8am-5pm

 

PH7 Wealth Management Head Office

3rd Floor, Churchill House, 60 Bank Parade, Burnley, Lancashire

BB11 1TS