Based in Hawkhurst, Kent - Salter Wealth Management is a financial planning Practice providing no obligation, professional, face-to-face advice to individuals and small businesses in the South of England. We all make better decisions when we obtain high-quality, relevant advice. This, in turn, helps to create a well-managed and secure tomorrow.
We simplify the planning process and then provide, solutions that are easy to understand which, remove uncertainties and help navigate life’s events.
We will help you to:
• Invest for the future – to include utilising tax-efficient wrappers
• Ensure existing pensions are managed appropriately and are regularly monitored
• Plan for your retirement - we will also continue to look after you when you get there
• Help you understand and then mitigate a future Inheritance tax burden
• Deal with your lifestyle needs – like mortgages, school fees, and intergenerational saving
• Insure against risks – via suitable life, critical illness and private medical.
• Deal with your later life planning
• Understand the opportunities within your company – via tax-efficient profit extraction, owner protection, and tax-efficient employee benefits
Whatever your situation, please just get in touch by phone or email for a no-obligation conversation.
We understand the importance of your time so we are always happy to meet at your home, welcome you to our office in Hawkhurst, or arrange to talk via a video call.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.