Welcome to Wealth Management

Pierce Wealth Management helps clients meet their corporate and personal goals through strategic and creative planning of their finances.

We provide highly professional, impartial advice and investment management services to discerning and corporate clients.

Our team of experienced qualified advisers work with clients to provide completely unbiased planning solutions that are advice led, not product driven.

Unlike conventional financial services, Pierce Wealth Management is holistic in its approach and encompasses all aspects of our clients’ financial affairs to provide a complete and robust financial plan.

When you entrust your wealth management to us, the first thing we will do is gain an in-depth understanding of your goals. We can then create appropriate short and long term strategies and review matters as your circumstances change.

Should you wish to discuss our services in more detail, contact our team today. Our services include:

Personal

  • Estate planning
  • Family financial planning
  • Financial goal setting
  • Inheritance tax planning
  • Retirement planning
  • Investment strategies
  • Long term care planning
  • Pensions
  • Personal insurance
  • Property investments
  • Taxation
  • Trusts.

Corporate Finacial Planning

  • Director/executive pension planning
  • Group employee benefit schemes including: - Group death in service
    - Group income protection schemes
    - Group medical insurance
    - Group pensions
  • Keyman insurance
  • Shareholder protection.

      Pierce Wealth Management Limited is authorised and regulated by the Financial services Authority.

      Pierce is a trading name of Pierce Group and its associated companies.

Events

  • No forthcoming events

Information Zone

  • No information zone items in this section