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Private Clients

Robert Lewis Wealth Management - Private Clients

Intergenerational Financial Planning

Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.

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Investments

Despite the constantly changing pensions landscape, pension planning and saving for your retirement are still as vital as ever. Pensions still remain highly efficient, offering tax relief at your highest rate of tax on your contributions, assuming that anything over the basic rate of tax is reclaimed via the individual's tax return, and therefore are an important part of your overall planning.

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Mortgages

We offer independent mortgage advice from across the marketplace to meet an array of needs for the employed and self-employed. These include Help-to-Buy, Buy-to-Let, self-builds and holiday homes.

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Pensions

Helping you to plan for your retirement is a large part of our business. We cannot stress the importance of starting this process as early as possible. When the time comes we will work closely with you to identify those things that are important to you and help you to make the right decisions at retirement.

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Protection

Protecting you and your family from unforeseen circumstances is vital to your financial well-being, now and in the years to come. And there is no shortage of situations where insurance is necessary, like insuring your home against damage or theft, or going on holiday.

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