2hWealthcare

www.2hwealthcare.co.uk

2hwealthcare is an independent financial adviser, authorised and regulated by the FSA. 2hWealthcare prides itself on understanding your personal goals and objectives to provide a cohesive financial plan to help you achieve them. At your disposal is a team of experts with a 360-degree view of the market, your financial position and your goals. Our investment philosophy is shaped by extensive research and a fundamental belief in ‘sound money’, by which we mean investing in assets of inherent and long-term value. Worry-free retirement and pension planning: We assess all the pension options available to you and ensure the right choice is made in the run-up to your retirement, whether you plan to enjoy it here in the UK or abroad. We also consider care home fees as part of the long-term strategy. Tax-smart financial planning: Tax considerations are pivotal to our financial planning, because if we can reduce your liability to tax, we can lower the investment risk you need to take to achieve your goals. We take this approach on inheritance tax planning, the use of trusts and special family investment companies as well as tax-efficient investments such as EIS, VCTs and ISAs. Outstanding value: We believe we offer exceptional value for the expertise we bring to bear on your portfolio, with annual reviews, regular communication and market commentaries. We offer a free, no obligation initial meeting so please feel free to contact us on: info@2hwealthcare.co.uk 01494 683100

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2hwealthcare is an independent financial adviser, authorised and regulated by the FSA. 2hWealthcare prides itself on understanding your personal goals and objectives to provide a cohesive financial plan to help you achieve them. At your disposal is a team of experts with a 360-degree view of the market, your financial position and your goals. Our investment philosophy is shaped by extensive research and a fundamental belief in ‘sound money’, by which we mean investing in assets of inherent and long-term value. Worry-free retirement and pension planning: We assess all the pension options available to you and ensure the right choice is made in the run-up to your retirement, whether you plan to enjoy it here in the UK or abroad. We also consider care home fees as part of the long-term strategy. Tax-smart financial planning: Tax considerations are pivotal to our financial planning, because if we can reduce your liability to tax, we can lower the investment risk you need to take to achieve your goals. We take this approach on inheritance tax planning, the use of trusts and special family investment companies as well as tax-efficient investments such as EIS, VCTs and ISAs. Outstanding value: We believe we offer exceptional value for the expertise we bring to bear on your portfolio, with annual reviews, regular communication and market commentaries. We offer a free, no obligation initial meeting so please feel free to contact us on: info@2hwealthcare.co.uk 01494 683100

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Employees

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Founded

2003

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