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      • Introduction to Financial Planning

      Financial Planning

      Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future.

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    • Protection
      • Why Protection is Important
      • Life Assurance
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      Protection

      While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.

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    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
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      Savings & Investments

      There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money.

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    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
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      • Professional Indemnity

      Business Protection

      We can help you take the right steps to protect your people and your business. After all, you already protect many of the important things that keep your business running smoothly,

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    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
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      • Income Drawdown / Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
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      • SIPP
      • Executive Pension Plan

      Pensions

      A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.

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    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney

      Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax

      Taxation

      Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

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      Give us a call on 01623 287 788 or drop us a message!

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  • Home
  • Our Company
  • Our Services
    • Financial Planning
      • Introduction to Financial Planning
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
  • Enquiry Form
  • Newsletters
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  • Contact Us

Give us a call on 01623 287 788 or drop us a message

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Economic Review of July 2022

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Residential Property Review - February 2022

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Residential Property Review - January 2022

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Essentially Wealth Q1 - 2022

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Essentially Mortgages Q1 - 2022

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  • Office - Veritas Wealth & Financial Solutions Ltd, Suite F35,Ransom Hall, Ransom Wood Business Park, Southwell Road West, Mansfield, Nottinghamshire, NG21 0HJ
    Telephone - 01623 287 788 / 07779 961 786
  • Email - paul@veritaswealth.co.uk

Veritas Wealth & Financial Solutions Ltd is registered as a Limited Company in England & Wales No: 11739847

Registered Address: Suite F35, Ransom Hall, Ransom Wood Business Park, Southwell Road West, Mansfield, Nottinghamshire, NG21 0HJ
 
Veritas Wealth & Financial Solutions Ltd is an Appointed Representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Registered on the FCA Register with Firm Reference Numbers 440703 and 440718.

Veritas Wealth & Financial Services Ltd is also registered on the FCA Register with Firm Reference Number 833555.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 18/07/2024.

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