Help For Wealth

Welcome to Help For Wealth, a financial planning firm based in the historic city of Lancaster in the North West. Established in 2016, we are proud to build upon over 40 years of experience in the financial services industry. At Help For Wealth, we are committed to providing our clients with a personal, professional service they can rely on. We are passionate about helping clients past, present, and future with their financial planning needs, offering tailored solutions that are designed specifically for you.

We recognise that everyone has different financial circumstances, and we are dedicated to delivering a personalised and tailored approach that focuses on your specific needs and desires. Our aim is to help you understand both your current financial position and what may need to be done to achieve your future goals. We pride ourselves on being a very diverse company, serving a broad and interesting array of existing clients that have exposed us to all different types of circumstances, situations, and backgrounds.

Our Advice Areas

At Help For Wealth, we provide holistic financial planning that assesses needs across multiple different areas. Our advice areas include Investments, Pensions, Estate Planning, and Protection Planning.

• Investments: We understand that investing can be complicated, and it's essential to make the right decisions to meet your financial goals. We offer advice on a broad range of investment products and services, including Individual Savings Accounts (ISAs), Collective Investment Schemes (CIS), and Self-Invested Personal Pensions (SIPPs). We will work with you to develop a bespoke investment strategy that suits your risk tolerance, time horizon, and financial goals.

• Pensions: Pensions are a critical aspect of financial planning, and it's essential to ensure that you're making the most of your retirement savings. We offer advice on all types of pensions, including personal pensions, stakeholder pensions, and workplace pensions. Our team of experts can help you assess your retirement needs, and establish a pension strategy that meets your financial goals.

• Estate Planning: Estate planning is an essential part of financial planning, ensuring that your assets are distributed according to your wishes after you pass away. We offer advice on the creation of wills, the use of trusts, and the establishment of powers of attorney. Our team of experts can help you minimise your inheritance tax liability and maximise the value of your estate for your loved ones.

• Protection Planning: Protecting yourself and your loved ones against unforeseen events is critical for long-term financial security. We offer advice on a range of protection products, including life insurance, critical illness cover, and income protection insurance. Our team of experts can help you identify your protection needs and develop a strategy that provides you with complete peace of mind.

Client Portal

At Help For Wealth, we offer a dedicated client portal, providing our clients with up-to-date valuations, documents, and newsletters. Our client portal is designed specifically for independent advisers, ensuring that you have access to everything you need in one place. You can also communicate with us or update any of the information we hold through the portal.

In Conclusion

At Help For Wealth, we are dedicated to providing our clients with a personal, professional service that they can trust. We offer tailored solutions that are designed specifically for you, using independent tools designed for independent advisers. Our advice areas include Investments, Pensions, Estate Planning, and Protection Planning, and we offer a dedicated client portal that provides our clients with up-to-date valuations, documents, and newsletters. We are passionate about financial planning and are committed to helping our clients make sense of an ever more complicated financial world.