WELCOME

Providing market leading financial services solutions to our clients

Initiate Wealth Management are a firm of Independent Financial Advisers and was formed in 2012 by Tom Holland to bring market leading financial services solutions to his clients.

Initiate Wealth Management are an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority.

Clients are invited to share our state of the art technology allowing them to gain access to all their financial information via a Secure Web Portal. This approach has allowed us to completely streamline the advisory process and gives our clients an unprecedented level of service.

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A whole range of financial services

Initiate Wealth Management Ltd offers personal advice on a whole range of financial services including the following:

• Retirement and pension planning • Equity release • Investing for capital growth or income • School fees planning • Tax planning and mitigation
• Protection against critical illness • Income protection • Inheritance and succession planning • Family protection life assurance

Pension summary

This free pension summary and information is ideal for people who have smaller pension pots and/or less complex retirement needs. You will need to answer some simple questions and you will then be provided with tailored information about your retirement options and shortfall analysis, as well as some possible product suggestions.

Risk report

Existing clients can login to the Client Portal to view their risk profile and are also able to complete a new questionnaire to reassess their risk profile. We are offering a free risk report to potential new clients, please click the button below to access the risk questionnaire. On receipt of the completed form, we will email you a risk report free of charge and without obligation.