FTA Wealth are an experienced independent financial advisory firm, who specialise in advising healthcare professionals and their families on a range of planning. Our expertise can ensure that you meet your financial objectives throughout your working life and in to retirement.
We pride ourselves on being ‘exit strategy specialists’, helping clients enter retirement with tax-efficiency and ensuring all capital is maximised. Our vast experience working with business owners means that we can help you reach your goals swiftly and effectively. Your exit from the working world to retirement can be smooth and secure with our assistance.
Following from ‘exit strategy’ and ‘retirement strategy’ we can assist you with ‘estate planning’. We work with large numbers of clients looking to ringfence assets for their family later in life, including direct advice and advice to a Power of Attorney. There are multitudes of effective planning methods which can vastly increase what your family inherit.
You can rest assured that you will be given the care and attention to make your financial planning experience as informative and constructive as possible. Our advice is independent and we are not part of a network or tied to any providers, ensuring that every piece of advice given is absolutely the best and most cost-efficient strategy for you to reach your goals.
The services which we offer include the following: