Pepperells Wealth

Financial Planning and Wealth Management

Your partner for life...

We’re proud of our team at Pepperells Wealth. We only hire passionate, dedicated and friendly professionals. We continually invest in training and support so that they get even better. That means we can be confident we are delivering the best possible service to you at all times. If you ever have a question then please don’t hesitate to pick up the phone and give us a call.

We are an independent company offering unbiased advise as an appointed representative of Flying Colours Finance Ltd.

FINANCIAL SERVICES & WEALTH MANAGEMENT

Retirement Planning

As the population lives longer, clients are far more aware of their need to plan for retirement in the current climate.  We can help with all aspects of the retirement journey.

Life, income and serious ill health protection

No one knows what will happen in the future, so we offer advice on how to cater for premature death, unforeseen illnesses or long-term incapacity.

Tax Planning

Making effective use of tax allowances and opportunities with a client is one of the ways we can add value to a client relationship.

Estate Planning

We can provide solutions which complement the Wills, Trusts and Powers of Attorney you arrange with your clients, to address Inheritance Tax issues.

Investment Management

By managing an investment strategy with clients, we play a crucial role in helping them achieve their future financial goals.

Elderly and vulnerable clients

Increased life expectancy means it’s more important than ever that we have plans in place which give us the support we need in later life.

Trust Planning

Where you act as Trustee on behalf of beneficiaries, we can support that role by providing advice to you as Trustees.

Mortgage Advice

Buying a property can be one of the biggest decisions we make in our lives, and perhaps one of the costliest.

Business and Corporate planning

Sometimes these clients have the most complicated circumstances to deal with.

WHAT OUR CLIENTS SAY…

Q. What were the circumstances that caused you to look for a Financial adviser?

A. I am self employed and was aware that I had not prepared for the future in terms of savings and pension and I was also not covered should I be unable to work.

Q. How did Nigel Wvendth help you?

A. Nigel and I talked at great length about my finances and he made some very helpful suggestions which I have acted upon. At no time was I under any pressure to go with the plans he had suggested and I really feel that he has acted in my best interest.
What is your current situation?

Q. Have you seen the outcome you were hoping for?

A. Yes and he is helping me continue to make plans for my future.

Q. What could they have done better?

A. I honestly couldn’t be more happy with the service Nigel has provided. I’ve had a bad experience in the past where my best interest certainly wasn’t key. Nigel has listened to me extensively and put together a very thorough plan which is not only helpful now but will be helpful in the future as we look to mortgage renewal, which I will be doing with Nigel.

Q. What were the circumstances that caused you to look for a Financial adviser?

A. Guidance with our pension plan.

Q. How did Nigel Wvendth help you?

A. Answered all our concerns in plain English. We felt at ease with him and at no time did we feel any peer pressure.
What is your current situation?

Q. Have you seen the outcome you were hoping for?

A. Was given a lot of advice and we are currently moving forward with this.

Q. What could they have done better?

A. We feel that all our concerns and questions were answered.

Q. What were the circumstances that caused you to look for a Financial adviser?

A. Pension Sharing Order following divorce.

Q. How did Nigel Wvendth help you?

A. Nigel has advised on the most appropriate pension plan for my circumstances and has gone above and beyond in helping ensure the pension has met my circumstances and looked at ways in which to help ensure some degree of financial security for my son and I.

Q. What is your current situation? Have you seen the outcome you were hoping for?

A. Most definitely.

Q. What could they have done better?

A. Nothing. Nigel has been extremely helpful but not at all pushy. he has listened to my circumstances and taken them into account at every step. Nothing has been too much bother and his communication has been brilliant.

Reach Us

Contact the team at Pepperells Wealth.

The Lawn, 1 Ingleman Place, Lincoln, LN1 3BU

01522 717 410

info@pepperellswealth.com

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