Heighten Wealth

We will arrange a meeting with a Wealth Advisor who will work closely with you to customise your investment strategy. They will assist you in determining how much to invest and the best approach to achieve your financial goals. Additionally, they will provide guidance on managing market fluctuations, helping to ensure a more stable and smooth investment experience.

Even if you already have a private or workplace pension, we can arrange a meeting with a pensions advisor who will help you explore additional ways to boost your retirement income, ensuring you’re fully prepared for the future.

We make securing the perfect mortgage simple. We will connect you with a mortgage advisor who can select the best options from the market to find the ideal deal for you. With over 20 years of experience, the mortgage team has assisted thousands of clients. Whether you’re a first-time buyer, looking to remortgage, or investing in property, they will guide you through the process and help secure a mortgage that aligns with your needs and long-term goals.

We will arrange for you to meet with an equity release adviser. They can help you unlock tax-free cash from your home without the need to sell or move out. The amount you can access depends on your age and the value of your home. You can choose to receive the money as a single lump sum or in smaller instalments, and you can use it however you wish.

Whether it’s helping your children buy their own home, tackling financial concerns, paying off loans, or simply enjoying a more comfortable retirement, the choice is yours.

Inhertance Planning for what happens after you’re gone is essential to ensure your loved ones can fulfill your wishes and avoid unnecessary Inheritance Tax. Without proper planning, your family could face a significant tax burden. Efficiently passing on your wealth often involves working with multiple specialists, and we can manage that process for you. Any additional tax planning advice will be provided by Heighten.

No one wants to pay more tax than necessary, and we’ve got the guide to help you reduce your tax exposure.

Taxes can be one of the biggest expenses you’ll encounter in your lifetime. With income tax rates as high as 45%, even small adjustments to your tax situation can result in significant savings.

Let us show you how to make the most of your wealth by keeping more of it in your pocket.

Family protection ensures your loved ones stay financially secure if something unexpected happens.

There are many solutions that can be offered, for example term insurance, whole of life insurance, critical illness, income protection, accident and sickness. Especially after the pandemic, it’s crucial to think about how your family would manage financially if you were no longer around or seriously ill. We will arrange for you to meet with a protection adviser to tailor a bespoke package so you have peace of mind that your family can maintain their lifestyle no matter what.

Have you been delaying writing a will? You’re not alone. Less than 40% of UK adults have one, often thinking it’s too complicated, too costly, or just not a priority. However, without a will, you lose control over what happens to your estate when you pass away, potentially leaving your loved ones or chosen beneficiaries with nothing.

We’re here to simplify the process, ensuring your wishes are respected and providing peace of mind for you and security for your loved ones.

Will writing is not regulated by the Financial Conduct Authority

Planning to pass on your wealth can be complex and costly, but it’s crucial for securing your loved ones’ future and protecting your wishes.

Our NextGen Intergenerational Wealth Management offers a unique, comprehensive service to handle all your needs.

Fully accredited, authorised, and regulated, our expert team provides peace of mind as we help ensure your family’s financial security for generations to come.