Wealth Management Services
At Themis Wealth Management, we offer the full range of financial planning services, each tailored to meet your individual needs and preferences. We work with people throughout their lives. Some of our clients are already very organised financially. Others come to us with no previous experience of working with a financial adviser. At our first meeting, we can discuss which solutions are most relevant to you and your situation.
Our services include:
- Estate Planning – Inheritance Tax and Will Planning
- Retirement Planning and Cash Flow Modelling
- Savings and Investment Management
- Risk Profiling and Management
- Financial and Lifestyle Planning
- Education Fee Funding
- Tax Planning
- Cash Flow Modelling
- Life Assurance and Protection Planning
With many of our clients, we work holistically, looking at their overall situation and advising in many of these areas. Other people come to us for advice on one particular area. We will look at which way is best for you and manage accordingly.
Follow the links below to find out more about these services, or get in touch. We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.