Get your finances in order
Contractor Wealth, part of the CMME Group, are a dedicated financial planning service for contractors and independent professionals like yourself, specialising in the following areas:
- Pension planning
- Investment planning
With the tax year end fast approaching, we can help ensure you get your finances in order and optimise valuable tax allowances that can save you money.
Here are some of the ways we’ve been helping Contractors and small business owners 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
Specialists in contractor wealth management
Contractor Wealth specialises in offering advice for contractors and freelancers, and their 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 remuneration structure.
Your dedicated financial adviser will work with you every step of the way to ensure that your financial needs are met. From your mortgage needs to your investment opportunities, They can help you to plan based on your specific, individual circumstances.
Our areas of expertise
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.
We know that tax is the bane of your life, so our partner is here to help lift the burden and assist you in your tax planning to ensure 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.
They can also 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, want an emergency fund for the unexpected, to save for the kids or just to keep a bit back for ad-hoc luxuries, they can advise you on the most suitable investment vehicles for your needs.
If you’re thinking about planning for the future, speak to one of our expert financial advisers.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Tax treatment varies according to individual circumstances and is subject to change.
Contractor Wealth Management Limited. Registered in England and Wales under No. 07773485. 5 Omega Park, Alton, Hampshire, England, GU34 2QE Contractor Wealth Management Ltd is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
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.