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The countdown is on - get your finances in order before Tax Year End on 5th April 2021.

There’s never been a better time to have a plan

Even if you’re not sure where you stand financially or feel you have the correct benefits in place, speaking to a financial advisor can provide clarity and peace of mind ahead of the tax year end making sure your money working harder for you.

Speak to an expert today

Fill out the form below to arrange a free initial consultation with one of our specialist financial advisers. Or call us directly on 01420 592 667 and reference your accountant for a free consultation.

Speak to an expert

More choice and better value for you. Meet our specialist lenders

  • Barclays
  • HSBC
  • Virgin Money
  • Scottish Widows
  • Nationwide
  • Metro Bank
  • Leeds
  • Haliflax
  • Furness
  • Clydesbank
  • Birmingham Midshires
  • Accord Mortgages

Our areas of expertise

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. Contractor 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

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Excellent service

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Syed

Client Experience

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Great help for first time buyers

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Theodora

Client Experience

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Outstanding Service

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Jason

Specialists in contractor wealth management

Contractor Wealth, part of the CMME Group, are specialists in financial planning for contractors and freelancers. 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 contractor wealth management

Talk to our Financial Planning experts TODAY

Whatever your financial planning needs, we’re here to help.  Call us on 01420 592 667 and reference your accountant for a free initial consultation.  We’re open Monday to Friday from 8 am to 7 pm. Alternatively, fill in the contact form and one of our Specialist Advisers will call you back at a time that’s convenient for you.

Visit Contractor Wealth 

See what Contractor Wealth can do for you today.

Contractor Wealth. Specialists in tax and pension planning for contractors.

Monday to Thursday, 9 am-7 pm
Friday, 9 am-5.30 pm.

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.

**Contractor 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: Albany House, 5 Omega Park, Alton, Hampshire GU34 2QE. Registered in England and Wales number 07773485

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