Independent Financial Advisor
Successfully Navigating Your Financial Future
Galleon Wealth Management has been helping people across Ipswich and Suffolk with their financial affairs since 2002.
MANAGING
YOUR
FINANCIAL
FUTURE
Galleon Wealth Management has been helping people across Ipswich and Suffolk with their financial affairs since 2002.
When you are approaching retirement, or thinking about how you want your assets to benefit your children, there are so many options available to you that it can become overwhelming.
Our aim is to take the stress away and discuss your options in a way that cuts through all the jargon and gives you the best possible return on what you decide to do.
Your money and assets should be there for you to enjoy, not to worry about.
This is why we give you impartial, friendly and professional advice, so that you can plan for your future and enjoy your life.
Estate Planning
It is no longer the case that you need to be wealthy to be affected by inheritance tax. Significant increases in property values means that this tax applies to more estates than ever before. Inheritance tax planning is a specialist area which with our experience offers a range of options to reduce or mitigate inheritance liabilities you may have.
Investment
When investing it is important to take note of factors such as risk, financial objectives, time horizons and diversification. With our knowledge in dealing with these criteria and producing investment recommendations we can help to create and maintain your wealth.
PENSIONS
Planning for retirement is vital as no one wants to work forever. No matter what your employment status, having money to fund your retirement is essential. The earlier you start planning the more you can save, the greater the chance you will enjoy a financially comfortable retirement.
If you are at, or contemplating retirement you now have a whole host of new options which pension freedoms, introduced on 6 April 2015 with much greater flexibility around how you take your benefits.
Get in Touch
Contact Info
For more information on how to find our office, click here
Phone: 01473 636688
Address: 67 Beech Rd, Rushmore St Andrew, Ipswich, IP5 1AP
Email: ray.pettitt@galleonwealth.co.uk