CALL AN EXPERT: 01420 592 667
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Get your free initial financial review

Your chance to speak to a dedicated Wealth Adviser

As a CMME client, you can take advantage of a free initial financial review from our sister company at CMME Wealth.

✅ Optimise your tax for more efficiency
✅ Plan for your future with financial planning

✅ Free initial wealth consultation – usually £987*

Whether planning for retirement, making sense of pensions, or simply wanting to grow your savings, our advisers are here to help you take control of your financial future.

Your financial review can cover

Pension Planning

Pension Planning

Retirement planning is far too often forgotten, as many people think that there is plenty of time to think about it. However, the reality is that in order to have a comfortable retirement, you should start saving as much as you can as early as possible. CMME Wealth's knowledge of pension planning can help you to make the right choices to ensure that you can enjoy life in retirement.

Taxation

Taxation

We know that tax is the bane of your life, so we're here to help lift the burden and assist you in your tax planning, ensuring that you access all tax allowances and reliefs that you are entitled to. This includes income tax, savings tax and inheritance tax as well as any business taxes that you may be required to pay.

Investment Planning

Investment Planning

We can offer investment advice to help you build up funds for a rainy day. Whether you want advice on an investment vehicle for an interest-only mortgage, an emergency fund for the unexpected, or to keep a bit back for the kids, we will advise you on the most suitable investment vehicles for your needs.

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Client Experience

Proactive and knowledgeable

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Client Experience

Happy returning customer

Nicole

Client Experience

Great service and repeat customers rt

Scott Feltwell

Specialists in financial advice

CMME Wealth, part of the Onedome group, are a specialist financial planning and advice service. Our knowledge of how you work is extensive, so you can be sure that you are in safe hands with an adviser who understands you and your remuneration structure.

Here are some of the ways we’ve been helping our clients hold onto more of their money;

  • Assess where you are against your financial objectives
  • Avoid missing out on tax allowances such as ISA, Pension and CGT allowances
  • Use your company funds to plan towards retirement
  • Invest tax efficiently
  • Review existing Pensions and Investments to make sure they continue to be suitable

Speak to an expert

Specialists in financial advice

Talk to our Financial Planning experts TODAY

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*£987 is the standard fee charged for a full financial review. This fee is waived for CMME clients as part of this exclusive campaign. Other costs may occur for ongoing management.

Whatever your financial planning needs, we’re here to help.  Call us on 01420 592 667 to arrange your initial consultation.  We’re open Monday to Thursday from 9am to 7pm and Friday 9am to 5pm. Alternatively, fill in the contact form and one of our Specialist Advisers will call you back at a time that’s convenient for you.

See what CMME Wealth can do for you today.

CMME Wealth. Specialists in tax and pension planning advice.

Monday to Thursday, 9 am-7 pm
Friday, 9 am-5pm.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

CMME Wealth is a trading name of Contractor Wealth Management Limited, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered Office: 3 Turnberry House, 4400 Parkway, Whiteley, Fareham PO15 7FJ. Registered in England and Wales number 07773485

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Request a call back today.









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