Free 30 minute consultation – financial advice/wealth management

Orelle Private Wealth is a wealth management firm based in Swindon, and a proud partner of M&G Wealth Advice.

We help individuals, families and business owners with their financial advice needs.

We are offering a free 30 minute initial consultation and you can use this to talk to us about any advice area that you are thinking about – or it could be for a general financial review. Whatever it is, we would love to talk to you.

We are able to provide advice in the following areas:

Retirement Planning

• Pensions
• Are you saving in the correct way for the lifestyle you want in retirement?
• Do you know how your pensions are invested?
• Are your pensions invested in-line with your risk profile?
• Do you have many pension pots and have you been thinking about consolidating them?

Retirement Income

• Helping you navigate how you take your income in retirement in a way that’s completely right for you and your needs
• For example; does flexible drawdown suit your needs or is an annuity right for you?
• Are you withdrawing funds tax-efficiently?

Protection for You and Your Loved Ones

• What happens if you suddenly can’t work due to illness, injury, or worse?
• Are you and your family financially protected?
• Do you have debts that will be a burden on your family if you were no longer here?

Savings and Investments

• Keeping large amounts of cash can be eaten away by inflation and the right advice when it comes to savings/investments can help you plan for the future.

Inheritance Tax/Trusts and Estate Planning

• Do you have an inheritance tax liability/are you likely to have on in the future and keen to talk about your options?