Your finances similar to your life experiences are always evolving.
At Paton Wealth Management, we are focused on creating a long-term relationship with you that is based on understanding, knowledge and a joint commitment to progress. We look to provide a professional service and are committed to creating long-term financial stability for you, on a transparent fee basis.
- Wealth Management
- Retirement Planning
- Pensions Advice
- Family Protection
- Later Life Advice
- Long Term Care
- Wills and Trusts
- Business Advice
- Tax Planning
We understand the financial side of life can be complex with surprise events which is why we work hard to get to know you and your family’s aims and concerns. We then provide quality wealth management services and solutions to help you achieve the security and life you want.
With a rapidly changing financial and tax environment, Paton Wealth Management believe a key area is the technical ability of our staff, which allows us to provide robust solutions to meet your objectives, including areas such as
- Investment risk analysis on existing portfolios.
- Estate Planning – minimising the impact of inheritance tax and ensuring your assets are distributed in accordance with your wishes.
- Tax efficient Pensions and retirement planning, this in includes complex pension transfer advice and cutting edge retirement options.
- Trust options and offshore tax efficient planning.
- Portfolio and Cash Management strategies.
- Tax optimisation – reducing your tax liabilities.
- Evaluate & measure the risks affecting your planning - consequences of disability, premature death or even longevity.
We also understand there are many aspects to provide solutions to your objectives which is why we work with trusted Solicitors and accountants to ensure you are receiving the best possible advice and suitability.
Find out more
We offer an initial consultation free of charge and without obligation so come and talk to us about how we can provide advice tailored to your particular circumstances.