Piccadilly Wealth Management
EC2A, London
EC2A, London
Piccadilly Wealth Management is a top-rated firm of Independent Financial Advisers (IFAs) serving clients nationwide. Consistently rated in the top advisers in the UK by leading independent review service VouchedFor.
Our rigorous research based Investment selection process coupled with our holistic, tax efficient approach to financial planning means that our clients can be confident they will receive good advice.
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Retirement Planning
We cover all aspects of retirement planning including:
- the assessment of existing pension funds
- Research based Investment selection
- cashflow analysis (in the context of future income and capital needs)
- drawdown strategies
- consolidation of pensions
Protection Planning
Full protection needs analysis to ensure clients have adequate coverage for Income, Life and Critical Illness.
Investments
Aside from pension Investments, we also assess the suitability of Investment portfolios (ISA's, LISAs, General Investment accounts, Investment Bonds).
Our rigorous, research based Investment selection process helps us to select Fund and portfolios that match our clients needs.
