Independent Financial Advisers in Richmond, Surrey: Pension, Investment and Inheritance Tax Planning
We help professionals, business owners and families across Richmond and Surrey plan for retirement, reduce inheritance tax and invest with confidence. We are genuinely independent, so our advice is based on what is right for you, not on any provider. Your first consultation is free, with no obligation.
- FCA Authorised No. 671841 · Whole of Market · Richmond TW9 · Part of AWI Group, £500m+ Under Advice · Free Initial Consultation
Investment Advisory Services
After we have a comprehensive understanding of your needs, objectives and constraints, our robust investment process, combined with the tax efficient solutions we can provide, will allow us to design balanced portfolios that focus on generating consistent, sustainable returns.
Retirement Planning
The rules that govern the range of retirement planning options are incredibly complex. Once you have made the decision to contribute towards your retirement, it is important to seek specialist advice on those rules, so that you can be provided with the most suitable retirement structure.
Estate Planning & Wealth Preservation
If you are planning on leaving assets to your family or others on death or wish to gift assets during your life-time, there is a real risk that the value of these assets will be significantly reduced by inheritance tax (IHT).
ABOUT US
Your Trusted Partner in Financial Success
Asquire Wealth Management was founded on the principle that all aspects of financial planning should work in harmony. We saw that investment-only advisors were insufficient for clients’ needs. As a solution, we have combined investment advice with retirement planning, estate planning and tax efficiency to create a personalised solution for your complete needs.
Our initial step focuses on us gaining a full understanding of your specific objectives and the obstacles preventing you from achieving them. Your financial situation helps us develop a financial strategy that targets your most important needs. Our approach includes proactive communication and routine plan reviews to maintain alignment with your changing life conditions. We aim to provide clear, actionable guidance that helps you make knowledgeable choices.
Why Choose Asquire Wealth Management?
We reject one-size-fits-all solutions, focusing instead on bespoke strategies tailored to each client. At Asquire Wealth Management, our teams take the time to understand your needs before crafting financial solutions that align with your circumstances.
Regular assessments ensure your financial plan evolves alongside changes in your life. We are committed to building long-term partnerships through proactive communication and expert guidance, helping clients achieve lasting financial confidence, success and security.
Building Lasting Financial Confidence
True financial security develops through advice that demonstrates enduring value. Your financial plan is designed to support your present needs while adapting to life’s changes, ensuring future security. Through our partnership, you will get access to specialists who make long-term achievements their main priority.
We invest our time in discovering your objectives and principles along with your life aspirations to maintain their alignment with every financial action you take. A collaborative approach ensures stable financial security, enhanced wealth protection and lasting benefits for you and future generations.
Wealth Management Made Simple
OUR SERVICES
Strategic Planning for Financial Growth
Corporate Services
Private Client Services
Protecting You And Your Family
Illness, accident or death can be both emotionally and financially crippling. Having the appropriate
protection in place will ease the financial burden, so you and your dependents can focus on the things
that really matter.
Life Insurance
Life Insurance provides your family protection by paying out a lump sum on death. The level of cover you need is carefully assessed by one of our experienced Financial Advisors to tailor a plan that meet your requirements.
Health Insurance
Tired of waiting for the NHS? Health Insurance offers quick access to private diagnosis and treatment should you fall ill or be injured. Asquire Wealth Management aims to meet your individual needs and tailor an insurance policy to meet all your requirements.
Critical Illness
Pays a lump sum on diagnosis of a specified serious condition - cancer, heart attack, stroke and others - regardless of whether you recover and return to work. Can be used to clear debt, fund private treatment or provide financial breathing room.
CONTACT US
Get in Touch
Latest Insights
Pensions and Inheritance Tax: What Changes in April 2027
In the 2024 Autumn Budget, the government confirmed that most unused pension funds will be included in estates for inheritance tax from 6 April 2027. This is the most significant change to estate and retirement planning in a generation. If
