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Resources

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Resources

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This section of our site contains guides and calculators to help you think about your financial planning needs.

They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals.

Why are you looking for financial advice? Choose from the menu links below.

Working and saving

Information on income tax and traditional savings products, such as bank, building society and deposit accounts as well as ISAs

Running a business

Guides for businesses and employers on topics such as staff benefit packages, key man insurance, directors' pensions and debt financing

Investing and personal wealth

Stocks and shares, unit and investment trusts and capital gains tax are some of the topics covered here for those with an interest in the risks and rewards of investing

Health and family life

Insurance and assurance policies to protect you and your dependants against the disruption caused by your critical illness or sudden death

Pensions and retirement

Pension scheme types, annuities, tax-free allowances and calculators to estimate pension fund shortfalls and state pension eligibility

Passing on wealth

Why you should write a will and keep it up to date, an explanation of inheritance tax rules and a calculator to estimate your estate's liability

Resources

  • Working and saving
  • Running a business
  • Investing and personal wealth
  • Health and family life
  • Pensions and retirement
  • Passing on wealth

Professional Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 222924 http://www.fca.org.uk/register.

Professional Wealth Management Ltd Registered Address: 1 Lambton Road, Jesmond, Newcastle Upon Tyne, NE2 4RX. Registered in England & Wales, No. 4554297.

Neither Professional Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Complaints Procedure: The firm maintains an internal written complaints procedure, details of which are available on request. If we cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

0191 261 4804 info@professionalwealthmanagement.co.uk Professional Wealth Management Ltd
1 Lambton Road
Jesmond
Newcastle Upon Tyne
NE2 4RX
United Kingdom
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