INITIATE WEALTH MANAGEMENT

Our Services



arrow

SERVICES

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

Please contact us to discuss your requirements.

Free Pension Summary and Information

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. You can then print or email the summary and information ready for a discussion with an Adviser.

CLICK HERE

Free 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.

CLICK HERE

GET IN TOUCH

homer&co

ADDRESS
68 Clarence Road
Fleet
Hampshire
GU51 3RY

CONTACT
T: 01252 560 015
F: 01252 560 215
info@initiatewm.co.uk

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit them at www.financial-ombudsman.org.uk. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Initiate Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 576709.

Privacy Notice | Cookie Policy

Website design by Goldmine Media