Business Details
Independent Financial Advisers in Plymouth
Inspire Wealth is a firm of independent wealth advisers dedicated to helping individuals and businesses grow their wealth through tailored financial strategies. Our team of experienced professionals specialises in Lifestyle Planning, Investment Planning, and Tax Planning, providing holistic solutions that align with clients' personal and financial goals. We prioritise transparency, with all service costs explained upfront and no hidden charges, ensuring clients receive clear and honest advice. Our investment approach is guided by a dedicated Investment Committee that meets regularly to review market trends and adjust strategies to optimise returns while managing risk. We offer a comprehensive service that acts as a 'one-stop shop' for clients, simplifying complex financial processes and paperwork.With a focus on innovation and proven strategies, we aim to empower clients to achieve financial independence and live the lifestyle they desire. Our team's expertise spans over two decades, combining technical knowledge with a client-centric approach to deliver personalised solutions. Regular service reviews ensure that clients' plans remain aligned with evolving goals and circumstances. We are committed to maintaining the highest standards of professionalism and are authorised and regulated by the Financial Conduct Authority. Our mission is to inspire confidence in financial decision-making, enabling clients to build a secure and prosperous future.
Services
Lifestyle Planning
Investment Planning
Tax Planning
Wealth Management
Pension Review
Retirement Planning
Tax Efficiency Strategies
Investment Portfolios
Financial Reviews
Ongoing Support
Highlights and features
- We offer transparent pricing with no hidden charges
- Our Investment Committee meets regularly to optimise strategies
- We provide holistic wealth management covering lifestyle, investment and tax planning
- Our team combines technical expertise with client-focused service
- We deliver ongoing service reviews to adapt to changing circumstances
Associations and certifications
- Financial Conduct Authority
What people say
Very friendly advisers
Nothing too much trouble
Confidence to retire early
Regular updates provided
Helped with pension review
Services
Lifestyle Planning
Our Lifestyle Planning service creates cash flow models to help clients achieve their desired lifestyle. We assess assets, liabilities and future goals to develop comprehensive financial strategies. This approach enables clients to make informed decisions about retirement, major purchases and long-term financial security.
Investment Planning
We offer tailored investment strategies across five risk-controlled portfolios. Our Investment Committee regularly reviews market conditions to optimise asset allocation. We use modern portfolio theory and independent fund ratings to construct diversified investment solutions matching clients' risk profiles.
Tax Planning
Our tax planning specialists develop strategies to minimise inheritance tax, capital gains tax and income tax liabilities. We implement HMRC-approved schemes and provide advice on tax-efficient investment structures. This includes guidance on property sales, share disposals and business profit extraction.
Wealth Management
We provide comprehensive wealth management covering all aspects of financial planning. Our service includes pension reviews, retirement planning and ongoing portfolio management. We act as a single point of contact for clients' financial needs, coordinating with accountants and other professionals when required.
Ongoing Support
We offer continuous support through regular service reviews and portfolio updates. Our team provides administrative assistance, compliance support and technical expertise throughout the client relationship. This ensures financial plans remain aligned with changing personal circumstances and market conditions.
People
Peter Williams
Managing Director
Passionate about inspiring financial independence, Peter leads Inspire Wealth's team with a focus on purpose-driven wealth management. He brings extensive industry experience and a commitment to client-centric service.
Marcus Brown
Senior Wealth Adviser
Marcus combines technical expertise with a professional approach to help clients build wealth. He specialises in creating tailored financial solutions that align with individual goals and risk profiles.
Chris Scawn
Wealth Adviser
With over 15 years' experience in financial services, Chris provides expert advice on wealth management. His background in retail brings practical insights to client financial planning and investment strategies.
Charlene Andrews
Senior Technical Support
Charlene supports wealth advisers with technical research and compliance matters. Her expertise in tax planning ensures clients receive accurate and up-to-date regulatory guidance.
Rachel Ball
Technical Support / Protection Adviser
Rachel specialises in cash flow modelling and insurance solutions. She helps clients understand their protection needs and implement appropriate life and income protection policies.
Questions
What financial planning services do you offer?
We specialise in lifestyle planning, investment planning and tax planning to help clients achieve financial independence.
How does your investment process work?
Our Investment Committee creates tailored strategies across five risk-controlled portfolios using market analysis and independent fund ratings.
Do you provide tax planning advice?
Yes, we offer tax efficiency strategies including inheritance tax planning and HMRC-approved schemes for business owners.
How often do you review investment portfolios?
We provide quarterly investment reviews and regular service reviews to ensure strategies remain aligned with client goals.
Can you help with retirement planning?
Yes, we specialise in retirement cash flow modelling and creating sustainable income strategies for early or traditional retirement.
Are you regulated by financial authorities?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 5988522.
