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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
  • Taxation
  • Investment planning

We can help ensure you get your finances in order when you need it most and optimise valuable tax allowances that can save you money each year.

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

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 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.

Investment Planning

Investment Planning

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.

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Client Experience

Excellent professional service

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Client Experience

Made things smooth and painless

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Client Experience

Exception and Professional Service

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TALK TO OUR FINANCIAL PLANNING EXPERTS TODAY

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 your remuneration structure.

Making sure that you have covered all of your important financial planning needs isn’t easy so having a specialist financial expert who can ensure you have the appropriate planning in place is essential.

You will have a dedicated financial adviser who will work with you every step of the way to ensure that your financial needs are met, so not only is your mortgage dealt with but so are any associated investment needs.

Our financial advisors offer impartial advice to ensure that you get the plans put in place that best suits your needs. They can help you to plan your present and future needs based on your individual circumstances.

Want to talk to one of our financial experts?

Whatever your financial planning needs, we’re here to help.  Call us on 01420 592667  for a free consultation.  We’re open Monday to Friday from 8am 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.

See what Contractor Wealth can do for you today.

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

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.

Plan for your the life you deserve

Monday to Friday, 8 am-7 pm.

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Arrange a free initial consultation with one of our specialists.
Request a callback today.








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