Tim Anstee

Director at The Wealth Care Partnership Limited - Fordingbridge, England, United Kingdom

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HQ
+44 1202 848841
Location
Salisbury,England,United Kingdom
Company
The Wealth Care Partnership Limited
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The Wealth Care Partnership Limited logo, The Wealth Care Partnership Limited contact details

The Wealth Care Partnership Limited

Fordingbridge, England, United Kingdom • 4 Employees
Financial Services

The Wealth Care Partnership Limited is an Award-Winning firm of Chartered Financial Planners based in the South and South West of England.In 2017, we are celebrating 10 years of helping people. Our specialisms are:-Protecting wealth from the ravages of Inheritance TaxGenerating tax efficient income throughout retirementStrategic financial planning leading up to retirement and beyondAdvice on all aspects of care fees fundingInvestment strategies including Discretionary Portfolio ManagementOur experience and knowledge in helping older and vulnerable people is second to none and we have been recognised in this area of advice over the years with many Awards. We also have a service for Solicitors who are acting as Lasting and Enduring Powers of Attorney, Court Appointed Deputies and/or Trustees, providing holistic financial advice which dove tails with their legal work. Our fixed fee service is fair and transparent from the very beginning and for those who need advice on long term care, our Client Relationship Manager happily supports and guides people through their care journey, having vast experience in care provision.Our main goal is to give holistic financial advice that our clients and their families will be happy with for many years to come. It's important to have an ongoing relationship to guide and advise our clients through the different stages of their lives. This gives peace of mind and security for our clients, with the knowledge we are there for them.If you, your loved ones or a client of yours would like to find out if we can help, please call us on 01425 653263 and ask for Jennifer Lyddiatt, our Client Relationship Manager.

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Tim Anstee currently works for The Wealth Care Partnership Limited.
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Tim Anstee's phone number is +44 1202 848841
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