Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your...
Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial planning for the years ahead. People who stop their investment...
Concise Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd who are Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference No : 487395. This can be verified by visiting the Financial Services Register using this link www.fca.gov.uk/register/
Concise Wealth Management Ltd – Registered office: 123 Torquay Road, Paignton, Devon, TQ3 3AA. Registered in England and Wales Company no. 7287601.
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Fantastic feedback this week about our COVID secure office.
We test temperatures, offer sanitiser, masks and take my clients straight through to our large meeting room, where socially distancing is easy. The windows are open and we clean before and after every client on any contact point. Yes, it’s an effort, but the feedback is worth it and keeping clients and staff safe.
We are operating appointments, when clients feel they do not wish to accept a phone or Zoom appointment. Please get in touch if you require independent financial advice. ... See MoreSee Less