Our team of experts can provide you with investment advice and ongoing investment management, tailored to your long-term financial goals. Our recommendations, where appropriate, will ensure you have effective retirement plans in place and solutions for passing your wealth on to future generations, as well as mitigating any tax.
Our experts will help you to consider all your options and be your trusted financial management partner.
Complete investment advice
Our expertise covers all of your financial management requirements; whether you are a business owner or you have capital to invest. We can also offer arrangements for inheritance tax planning as well as life and income protection insurances.
Asset management and wealth preservation services:
- Pension funds
- Individual savings accounts
- Life assurance products
- Unit trusts, investment trusts and OEICs
- Legacy PEPs
- Onshore bonds
- Offshore funds
- Portfolios of equities/bonds/gilts
Key Person Insurance
As part of our strategic risk management approach we take a holistic view of your business and will advise on potential risks you can protect against. We are able to set up Key Person Insurance to protect the life of a key employee within your company and ensure you are provided with the required funds to sustain the business in the event of illness, injury or death.
Who should you contact for more information?
Director Richard Brazier
Financial Adviser Amanda Beacon
Senior Consultant Graham Smithson
Culver Financial Management Limited is authorised and regulated by the Financial Conduct Authority No. 114852. Culver Financial Management Limited is registered in England and Wales with the number 01157569. The Financial Conduct Authority does not regulate tax advice or trusts. The value of investments can fall as well as rise. You may not get back what you invest.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visitwww.financial-ombudsman.org.uk.