We provide advice across a wide range of services including investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships.
It’s no secret that the UK population is ageing. The Office for National Statistics (ONS) predicts that by mid-2045 the number of people of pensionable age (aged 67 plus) will have increased to 15.2 million, an increase of 28% on the level in 2020.
Whether you rent or own your home, insuring it makes sense. There are two main types of home insurance to consider – buildings and contents. As the names suggest, buildings insurance protects the property itself, whilst contents insurance covers the possessions.
We offer financial products that protect your families, incomes and property. Whilst insuring ourselves against an undesirable events such as sickness or death, may not be a pleasant thing to think about, the benefit of setting financial issues aside cannot be overlooked.
There are many different ‘tools’ used to save for retirement, the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you.
If you die without a Will, then the government will decide who will inherit your estate in accordance with the Rules of Intestacy. These were drawn up in the 1920s, and despite major revisions in 2014, may not accord with your wishes.
From childhood, most of us are told to put away money to save for the future – perhaps for something special; or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt.
Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time-consuming experience; we help you find and select the most suitable mortgage.
In the past, many employees may have missed out on valuable pension benefits, either because they didn’t join their company’s pension scheme or their employer didn’t offer them a pension.
Savvy Wealth Management Limited trading as Savvy is registered in England and Wales no. 7700192. Registered office, 1 Parc Bryn Derwen, Llanharan, CF72 9TT.
Authorised and regulated by the Financial Conduct Authority. Savvy Wealth Management Limited is entered on the Financial Services
https://register.fca.org.uk/
reference 562795
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