Bellwether delivers financial planning specifically for business owners and career professionals. We guide you through the myriad of financial decisions affecting both your personal and professional path, and help ensure you are financially resilient at every stage of your journey.
Our most valued services are:
Bellwether – 360o Lifestyle Financial Planning
You only get one life – live it comfortably!
What do you really know about your current financial wellbeing?
What do you really know about your current financial wellbeing?
- Could you retire early?
- When you retire, will you have sufficient means to maintain your desired lifestyle?
- What affect would a career change, or reducing your working week, have on your financial life plan?
- Is your family financially protected?
- Are your financial affairs tax efficient?
Answer these questions through the Bellwether 360o.
Bellwether Core Advice Service
Recognised by many as ‘traditional’ financial advice, our Core Advice Service covers all aspects of financial planning for you, and your loved ones.
We ensure that you have the crucial building blocks in place, and offer clear, expert, and personalised advice in the following areas:
We ensure that you have the crucial building blocks in place, and offer clear, expert, and personalised advice in the following areas:
Bellwether – Pension Standard Fund Threshold (SFT) Strategies
You have worked hard and made sacrifices to build up your retirement plans. However, if your Pension funds are above the SFT at retirement you could be exposed to an effective tax rate of c. 70%.
We can help devise strategies that can mitigate this risk.Click for more
We can help devise strategies that can mitigate this risk.Click for more
Bellwether – The Benefits of Limited Company Structures
A limited company structure offers significant scope to protect you and your family’s current lifestyle,protect the business itself, fund for your future retirement and ultimately provide you with peace of mind – all very tax efficient!Click for more