Wealth Management

Wealth Management specialist Simon Wood-Woolley, Reigate, Surrey

Simon Wood-Woolley

Define Wealth

www.definewealth.co.uk

simon@definewealth.co.uk

01737 228999 | 07885 101170

Park House 70-81 Bell Street Reigate, Surrey RH2 7AN United Kingdom

Define Wealth networks at Trusted Contacts in Reigate

Pension Services, Investment Management, Financial Planning, Portfolio Management

Define Wealth is a firm of Independent Financial Consultants seeking to provide long term financial strategies for our clients. We believe that effective financial planning should be viewed in conjunction with advice given by your accountant and solicitor. Accordingly, we seek to work closely with them.

We are an Independent firm and, as such, will offer you advice sourced from the entire market place rather than being limited to the products of a single provider.

Advisory Services

We provide a full range of independent financial advice to both corporate and private clients. Our role is to help our clients:

  • Create substantial capital.
  • Preserve and increase the capital they have.
  • Produce capital growth and/or provide tax efficient income.
  • Protect themselves, their families, business and
  • partners against misfortune.

Our specialist knowledge, skills and resources compliment the services that are provided by your other professional advisers.

Our Services include:

  • Pension Services
    We advise and manage on both Group and Personal Pension provision.
  • Wealth management
    Whether clients are investing as an individual, a trustee, a company or charity their requirements and circumstances will be unique.
  • Financial Planning
    We can provide solutions for tax and inheritance problems, retirement planning, school fees, family and business protection.

The best way to make contact is to either telephone me on 01737 887634 or 07885 101170, send me an e-mail at simon@definewealth.co.uk, both fast, efficient and saves a tree.