If you are seeking an experienced financial advisory firm that specialises in assisting healthcare professionals and their families with a range of planning, then you have come to the right place. The team of experts at FTA Financial & Wealth Management is well-versed in advising healthcare professionals and their families on financial planning, ensuring that you meet your financial objectives during your working life and beyond into retirement.
Whether you require assistance with estate planning, exit strategy planning, or retirement strategy planning, their team can guide you every step of the way to help you develop the most effective plans possible.
You can be confident that you will receive the care and attention necessary to make your financial planning experience both informative and constructive. Their advice is unbiased, and they are not affiliated with any network or tied to any providers, which guarantees that all advice given is genuinely the best and most cost-effective strategy for you to achieve your objectives.
The range of services provided by the FTA Financial & Wealth Management team includes:
- Investments and Savings
- Pensions and Retirement Planning
- Personal Protection/Insurance
- Business Protection/Insurance
- Tax Planning
- Wills, Trusts and Lasting Powers of Attorney (LPAs)
For more details on how the expert team can help you with your financial and investment planning, please contact us on 0330 088 1157.
