At Surrey Hills Wealth Management our number one priority is to offer clients confidence that they are in the best possible financial position for their long-term future.
We are based in Woking, Surrey and look after clients living within a 10 mile radius. We also have offices in Mayfair, London.
We specialise in the following areas:
- Strategic investment planning
- Extracting profit from director-owned businesses in a tax efficient manner
- Protecting your estate
- Establishing family trusts* for the provision of future generations
- Retirement planning strategies for both pre and post retirement
- Capital preservation in retirement
- Sophisticated investment advice for professionals whose income exceeds six figures
- Offshore trust and investment advice which is suitable for non-UK domiciled individuals
- Investment planning suitable for the Home Office’s tier one investor visa programme
- Inheritance tax mitigation
For more information on Surrey Hills Wealth Management and the roles they recruit for, click here.