Welbeck Group

Investment and Regular Savings

Whether you are investing for income or capital growth, seeking to mitigate inheritance tax, or saving for the short, medium or long term, it is essential you ensure you have a proper investment portfolio that achieves your goals. Are your current investments inappropriate and suffering from ineffective portfolio structures? Are you waiting for a market recovery to restore your fortunes? We assess your Attitude to Risk and Reward so that any portfolio truly reflects your goals and aspirations. We offer advice on the following:

  • Savings Accounts
  • National Savings
  • ISA’s
  • Unit Trusts
  • Investment Trusts
  • Structured Products
  • Friendly Society Plans
  • Endowments
  • Bonds
  • Discounted Gift Schemes
  • School Fees Planning
  • Offshore Investments

 

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 Independent LLP is an appointed representative of 20Twenty Independent Ltd, which is authorised and regulated by the Financial Services Authority.