“Have I got enough money to achieve all of my objectives?” a rhetorical question unless you have the right tools to analyse it.

Packenham Wealth will help you answer this question with confidence. 

After obtaining a detailed picture of your current circumstances and we will analyse the feasibility of your objectives using extensive cashflow modelling software.  We will help you make prudent decisions based on our deep understanding of your obligations, aspirations, timelines and appetite for risk, identifying any gaps in protection, over or under exposure to particular classes of risk, and rejuvenating “lazy” money which should work harder for you. 

Our advice is structured to be tax efficient:  from ISAs to pensions, trusts and family investment companies utilising the most valuable reliefs available to you.  We are not tied to selling particular products, so are at liberty to provide truly independent suitable advice tailored to your specific needs.

We believe in fixed fees and no surprises.  To achieve this our first meeting (which is free) will comprise a fact-finding survey of your current circumstances and objectives. We can then provide you with a quotation of the anticipated cost.  If you agree to proceed we will enshrine the details of our remuneration and services in an engagement letter. Work will only commence once you have signed and returned this document. 

Some strategies may require the deployment of other professionals including tax advisers, accountants and lawyers. We can offer guidance on suitable partners to deliver any particular element of your strategy based on our experience of their ability to deliver relative to the technical capability required for the given project and your budget. 

The way we work revolves around you and not what financial products we can sell – many of our engagements are advice centric and do not call for a particular product, but rather the fine-tuning of an overall strategy based on an existing portfolio.

Packenham Wealth…because you’ve earned it.