We work with families to help them understand their philosophy to long-term wealth preservation. We then help them develop the strategies and practices to help each generation understand their role and responsibilities with regard to family wealth.
Ideally, we all want our wealth to inspire future generations to achieve great things for themselves. However, there's an underlying worry it can just lead to financial dependency and a loss of drive and initiative – often the two qualities that generated the wealth in the first place. We want to keep it in the family – but not at the cost of our beneficiaries living unhappy and unfulfilled lives – there are too many stories in the press to know that this can be a real problem.
The tools and strategies available in this area can be complex. We can apply our knowledge and experience to guide generations through the complicated choices together, encouraging financial responsibility and understanding.
Tax Planning
Wealth Management
Estate & IHT Planning
Intergenerational Planning
Care Fees
Financial Planning Partners Ltd
Wealth Managers
19 Wellington Business Park
Dukes Ride
Crowthorne
Berkshire
RG45 6LS
Email: admin@fpp-ifa.co.uk
Tel: 01344 778990
FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.
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Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 301132 https://www.fca.org.uk/register.
Financial Planning Partners Ltd Registered Address: 19 Wellington Business Park Dukes Ride Crowthorne Berkshire RG45 6LS. Registered in England & Wales, No. 04555216. Neither Financial Planning Partners Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
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