We need the information you provide us with to contact you about our services. For information about our privacy practices and commitment to protecting your privacy, please see our Privacy Policy
We need the information you provide us with to contact you about our services. For information about our privacy practices and commitment to protecting your privacy, please see our Privacy Policy
INVESTMENT PLANNING
Our wealth managers will achieve the best tax efficient growth as well as the most viable returns through investing long term. They will make the most of your savings by participating in the financial markets.
TAX YEAR END
You could reap long term rewards by utilising your tax entitlements. There are 7 things to think about: Income tax, ISA allowance, pension top up, correctly gifting, child benefit regain, capital gains tax optimisation.
PENSION PLANNING
There is complexity around what’s known as the tapering of your annual allowance. Our wealth managers help you utilise your marginal rate tax relief thus mitigating income tax on your pension contributions.
PENSION CONSOLIDATION
If your employment has changed over the years it’s likely you’ll have some frozen pensions dotted around. Our wealth managers can show you what their values are and consolidate them into one easily manageable policy.
INHERITANCE TAX PLANNING
There are many exemptions and entitlements that can be utilised to reduce inheritance tax. Our wealth managers can set up things like specialist investment vehicles and trusts to mitigate inheritance tax.
CORPORATE SERVICES
When you grow your business, its finances become more complex to manage. Our wealth managers can help with: mitigating tax, employee benefits, shareholding market value, corporate pensions and exit strategies.
INVESTMENT PLANNING
Our wealth managers will achieve the best tax efficient growth as well as the most viable returns through investing long term. They will make the most of your savings by participating in the financial markets.
TAX YEAR END
You could reap long term rewards by utilising your tax entitlements. There are 7 things to think about: Income tax, ISA allowance, pension top up, correctly gifting, child benefit regain, capital gains tax optimisation.
PENSION PLANNING
There is complexity around what’s known as the tapering of your annual allowance. Our wealth managers help you utilise your marginal rate tax relief thus mitigating income tax on your pension contributions.
PENSION CONSOLIDATION
If your employment has changed over the years it’s likely you’ll have some frozen pensions dotted around. Our wealth managers can show you what their values are and consolidate them into one easily manageable policy.
INHERITANCE TAX PLANNING
There are many exemptions and entitlements that can be utilised to reduce inheritance tax. Our wealth managers can set up things like specialist investment vehicles and trusts to mitigate inheritance tax.
CORPORATE SERVICES
When you grow your business, its finances become more complex to manage. Our wealth managers can help with: mitigating tax, employee benefits, shareholding market value, corporate pensions and exit strategies.
I was introduced to an adviser called Ian. He helped me consolidate my pensions into a scheme which was suitable for my circumstances. Everything has worked out well and I am very happy,
I was contacted within the hour by a courteous financial adviser and I did not feel pressured at all. He explained the service that he offered including a no obligation initial meeting which I have arranged.
David, the adviser I was introduced to, has given me great advice on my pension as well as sorting out the complexities of various investments I have. David and Select are experts in their field.
I filled in the form on Select a Uk Wealth Manager and an adviser called Robert rang the same day. We arranged to meet and he was able to propose suitable solutions for our investment needs.
I would highly recommend Select a Uk Wealth Manager. They referred me to an extremely helpful and knowledgeable adviser who helped me combine my pensions and make sense of everything.
Charles comes across as honest and forthright with good ideas, timely responses and a high degree of personal service which make everything move along smoothly.
Select a UK Wealth Manager put me in touch with Alex who showed great patience and diligence in moving my pensions into one consolidated pot and took care to explain the process throughout. I would highly recommend.
Select a UK Wealth Manager introduced me to Stuart whose advice and efficient approach has been greatly appreciated. I have been happy with this service and would recommend both Stuart and Select a UK Wealth Manager.
I was introduced to an adviser called Ian. He helped me consolidate my pensions into a scheme which was suitable for my circumstances. Everything has worked out well and I am very happy,
I was contacted within the hour by a courteous financial adviser and I did not feel pressured at all. He explained the service that he offered including a no obligation initial meeting which I have arranged.
David, the adviser I was introduced to, has given me great advice on my pension as well as sorting out the complexities of various investments I have. David and Select are experts in their field.
I filled in the form on Select a Uk Wealth Manager and an adviser called Robert rang the same day. We arranged to meet and he was able to propose suitable solutions for our investment needs.
I would highly recommend Select a Uk Wealth Manager. They referred me to an extremely helpful and knowledgeable adviser who helped me combine my pensions and make sense of everything.
Charles comes across as honest and forthright with good ideas, timely responses and a high degree of personal service which make everything move along smoothly.
Select a Uk Wealth Manager put me in touch with Alex who showed great patience and diligence in moving my pensions into one consolidated pot and took care to explain the process throughout. I would highly recommend.
Select a Uk Wealth Manager introduced me to Stuart whose advice and efficient approach has been greatly appreciated. I have been happy with this service and would recommend both Stuart and Select a Uk Wealth Manager.
Select A UK Wealth Manager is a trading style of JTX Partners who specialise in connecting prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Select A UK W/Manager is operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com
Select A UK Wealth Manager is a trading style of JTX Partners who specialise in connecting prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Select A UK Wealth Manager is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com
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