Wealth Management

Having worked hard to get where you are now, it is imperative to ensure that you do all in your power to guarantee that your money works hard for you.

At the same time, you need to arrange your affairs tax efficiently in order to make certain that as little as possible goes to the ‘taxman’.

Newby Castleman (Financial Services) Limited can help you to formulate an integrated plan to maximise your accumulation of wealth and its management, whilst mitigating against the insidious Inheritance Tax.

We offer five risk graded portfolios which are suitable for the very cautious investor through to the aggressive investor. Details of these are outlined in our Wealth Management brochure.

For further information and details of charges for this service please contact our Financial Advisor, John Freeman.