Wealth Management Services
Meet Contractor Wealth
Make your money work as hard as you do
Introducing Contractor Wealth
Specialist wealth management services for contractors.
Contractor Wealth can help you make the most of your money by providing tailored advice and support on everything from personal pensions to investments. By understanding your individual circumstances and plans for the future, the team at Contractor Wealth can help you put your money to work.
The starting point is a free consultation with one of Contractor Wealth’s independent financial advisors who will get a picture of any arrangements you already have and discuss your needs. Whether you’re looking to improve financial security or make sure you’ve set aside enough for future retirement, Contractor Wealth can help.
Personal Pensions & Investments
- Pensions – get on track for your retirement planning and use the funds in your business efficiently. Review any existing pension provisions to make sure you aren’t taking unnecessary risk.
- Investments – ensure you aren’t missing out on any potential growth by having a review of your investment planning.
Tax efficiency & ISAs
- Tax efficiency – make the most of your annual allowance to ensure you are as tax efficient as possible as once the allowances are gone, they are generally gone forever.
- ISAs – make the most of your £20,000 annual ISA allowance between cash and investment based ISA’s to make your money work harder for you.
Protection & Estate Planning
- Protection – protect yourself, your business and your loved ones, either personally or by making the most of the ownership of your company.
- Estate Planning – manage your estate effectively to ensure your loved ones aren’t paying away unnecessary tax.
Ready to make your money Workwell?
Speak to your Workwell accountant or get in touch with the Contractor Wealth team.
The value of pensions & investments & the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment vaires according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning. Contractor Wealth is a sister company of CMME Mortgages and Protection Ltd and part of the CMME Group.