Wilds Financial Planning based in Bury have a mission and this is to help you identify, achieve and maintain your desired lifestyle.
Wilds Financial Planning
Independent Financial Life Planners providing a unique financial planning experience.
Financial Advisers in Bury
Wilds Financial Planning have a mission and this is to help you identify, achieve and maintain your desired lifestyle.
Financial Life Planning shifts the focus in finance from sales to service, by creating a trusting advisory relationship where the focus is on you and your personal, business and life goals rather than just your money.
Wilds Financial Planning offer a no obligation initial meeting at their expense.
What Wilds Financial Planning Do!
Whether you are a business client or private client, Wilds Financial consultants provide cutting edge financial solutions aimed at creating, preserving and protecting your success and wealth.
Wilds Financial Planning are retained by many businesses and individuals as their sole adviser as we consistently demonstrate an efficient, ethical and friendly service, translating the technical jargon of the financial world in to plain English.
These local Financial Consultants specialise in providing tailored financial planning and tax solutions for small to medium sized owner- managed businesses and private clients.
They work only with clients for whom they can add significant value and make a real and lasting difference in the realisation of their financial goals.
Lifestyle Financial Planning
It's a fact that the majority of people have no idea where they are heading financially.
Wilds Financial advisers offer a unique Lifestyle Financial Planning process that helps bring you face to face with the reality of what your future looks like.
They are able to create a lifetime forecast that identifies and quantifies shortfalls
in your planning and provides answers to the big questions.
Questions like:
- 'How much do I need to earn, save or sell my business for to give me what I want out of life'?
- 'At what age could I choose to stop work and continue living the life I currently have (or better)'?
- 'What would be the financial consequences in the event of accident, illness or premature death'?
- 'How can I reduce tax and/or increase my income'?
- 'What do I have to do to make sure that I never run out of money'?
Very few people can answer these questions although they are fundamental to achieving their goals.
The planning process will answer all of these questions for you.
Fee-Based Financial Planning
Wilds work with motivated individuals who are serious about managing their wealth, who appreciate the value of what they do and who wish to maintain a long-term working relationship.
Clients benefit because they know they retain the services of a trusted financial adviser, someone they can call on whenever the need arises.
Whilst Wilds concentrate on all the established areas of financial planning such as Tax Reduction, Financial Independence, Succession and Estate Planning, as well as Investments and Pensions, they are not transaction-based. As fee-based planners Wilds work on a consultancy basis with clients.
Being fee-based is an essential part of the way in which Wilds work with clients. As professional Financial advisers, they want to be able to review individual circumstances objectively, not for the commission it will generate.
Elite Tax Solutions
Wilds Financial consultants work in partnership with a number of Independent distributors of wealth preservation and tax management solutions designed to help wealthy companies and individuals keep their tax levels to a minimum.
They provide the latest strategies and innovative opportunities for:
Clients come to us through personal and professional recommendation and the client typically needs to have a critical mass of wealth in excess of £1 Million to qualify for these bespoke solutions.
Wilds Financial Planning
Lancaster House
70-76 Blackburn Street
Radcliffe
Bury
M26 2JW
Tel: 0161 723 3211
Fax: 0161 725 9162
To email Wilds Financial Planning or to visit the website please use the links on the right.
Please mention
The Best of Bury
when contacting this Bury Financial Advisers company
Categories - Bury - Financial Advisers / Bury Financial Consultants