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CALL US ON
OR EMAIL
TO A NO COST
INITIAL REVIEW
MEETING
YOUARE INVITED
With interest rates at an
all-time low, It is extremely
important to take control
and ensure your money is
working hard for you.
If you already have an investment
solution that was set-up over three
years ago then please do review
this with their experts to ensure It
is not over exposed to the forever
changing financial markets. With
global uncertainties such as Brexit, it
can be daunting to navigate financial
markets alone. This is why we would
urge you to seek the assistance
of experts such as Welsh & Taylor
Wealth.
Most people will have a
pension, from current or old
workplaces and maybe even
a private pension you set up
some time ago, have these
been reviewed frequently
enough?
Too often you simply don’t know if
you have enough to retire or how your
pension works, this is something that
can be explained and planned no
matter how near or far away from
retiring you are.
Often overlooked until it is
too late is passing on your
wealth to your loved ones,
while doing this in the most
tax efficient way.
Welsh & Taylor Wealth can help you
build up your estate throughout the
years and ensure the right people get
your assets at the right time.
INVESTMENT PENSION ESTATE
ABOUT CONTACT
Welsh & Taylor Wealth is situated in Aberdeen
and offer a dedicatedWealth Management
Service designed to provide their clients
with an effective overview to plan and review
all their financial affairs and to build and
preserve their long-term prosperity.
Welsh & Taylor Wealth
St. James’s Place House,
3 Queens Gate,
Aberdeen, AB15 5YL
01224 202 443
Take time to get to understand your
objectives to ensure your portfolio is suited
to your attitude to risk and timeframe,
ultimately to build wealth for your future.