Welbeck Group

Savings and Investments

Have you realised that you’re not quite as good at saving as you thought? Do you take a disciplined approach to saving or do you find yourself spending your nest egg before it has a chance to grow? Has your savings structure changed in line with your career? How would your savings be impacted, for instance, if you didn’t get an annual bonus or pay increase?

Consistent and disciplined saving can be a challenge for all of us. Our professional advisors can help you design a structured savings plan on the short, medium or long term. We offer advice on the following:

  • ISA’s
  • Unit Trusts
  • Offshore
  • Open Ended Investment Companies
  • Pension Planning
  • Capital Protected Investments
  • Child Trust Funds
  • General Savings Plans
  • Investment Unit Trusts
  • Investment Bonds

 

Services offered

Consulting
Consulting

Financial Services Company that can help you protect and increase both your existing and future financial well being.

Solutions
Solutions

Helping high net worth individuals and sophisticated investors be as tax efficient as possible.

Mortgage
Mortgage

For all your mortgage needs including first time buy,buy to let and re-mortgage with a regular review process.

Business
Business

Helping you with all you business finance from start-up through to sales and acquisitions.

Independent
Independent

With access to the whole of the market we can source products that compliment your existing financial planning package.

Welbeck Consulting is a trading name of Welbeck Consulting (UK) LLP who is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority. Will Writing is not regulated by the Financial Services Authority.