Investments and Wealth

You keep your house safe, but are you safeguarding your investments and wealth?

In today’s economic climate, wealth preservation has become extremely difficult to achieve without the help of good advice. There are a number of major threats to the preservation of your wealth.

At Blevins Franks, we provide vital specialist advice to protect your wealth from the various threats to your long-term financial security. Our personal, local service ensures that our solutions are tailor-made to meet your specific requirements and objectives.

Blevins Franks can advise you on:-

  • Tax planning
  • Immovable Property Tax
  • Transferring property on death
  • Inheritance planning
  • Investment management
  • Asset protection
  • Pensions planning

Blevins Franks Financial Management Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA) for the conduct of investment and pensions business. All our Partners and Private Client Managers are fully qualified to the high standards demanded by the Financial Conduct Authority.

Our aim is to give you the peace of mind that comes from the certain knowledge that your financial affairs are in order, so that you can enjoy your life here in Pegeia.

We would be delighted to explore how we could help you. As a member of Pegeia Community Services, Blevins Franks will provide you with a free consultation with one of our local Partners with no commitment or obligation.

Contact our office and quote Pegeia Community Services to arrange your appointment.