Our advice to you will be comprehensive and understandable.

 

Having established what matters to you, we create a clear strategy to secure your
priorities, achieve financial independence and protect your wealth. Within BKD Wealth Management we have vast experience and the most up to date expertise to draw on.

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The life needs covered by our personal financial planning service include:

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• Providing for a comfortable retirement through Pensions

• Investing a lump sum for Capital Growth or Income

• Minimising you and your family’s liability to Inheritance Tax

• Protecting your family through Life Assurance

• Replacing your income and/or providing a lump sum in case of Critical Illness

 

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The value of investments may go down as well as up, and you may not get back the amount invested. Levels of income from investments may fluctuate.

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