Wealth Management

Protecting your future services

Wealth Management

Nurturing your financial assets

When it comes to Wealth Management, it’s never been more important to make sure your finances are looked after, especially in an ever changing and dynamic environment, but wealth management isn’t just about complex regulations and legal requirements; it’s about making sure you are on track to achieve your financial and lifestyle objectives.

How we help

There is no one size fits all approach to investments and managing financial assets. Which is why we ensure we fully understand your personal and business short, medium and long-term goals and fully assess all your requirements, before delivering the most appropriate, straightforward and clear advice. 

Our independent financial advisers are on hand to conduct a robust advice process. We have a wealth of experience providing financial advice, with specialist expertise across a range of services.

We believe in the importance providing a personal service and with regular reviews we ensure accountability to give you total peace of mind that your investments remain on track and continue to be aligned with your financial objectives.

What we can do

  • Investments
  • Business protection 
  • Personal protection
  • Pensions
  • Employee benefits
  • Inheritance tax planning
  • Trusts
  • Personal & corporate services
Wealth Management checklist

Our independent financial advisers are here to help plan and manage your finances, tax and assets for the future by utilising a range of tools so you can achieve your financial aspirations. We work closely with individuals and businesses across Cheshire and Yorkshire from our Wilmslow and Holmfirth offices, putting in place the appropriate plans to grow and manage your wealth.

Get in touch to see how we can help with your wealth management.

Langricks Wealth Management is a trading name of Pareto Financial Planning Ltd.  Authorised and regulated by the Financial Conduct Authority

setting up a trust