Advice that’s matched to your
own priorities – at every life stage.

Clients come to Kirk Newsholme Financial Planning for advice under many different circumstances, but all are united by a common need to make sensible provisions for the future on behalf of themselves and their families. Our advisers are extremely experienced in helping individuals to make financial plans based on their specific needs and priorities.

One of the many factors which distinguishes our approach from that of other advisers is our ability to take a look at the full picture of your finances, closely tying together recommendations on tax obligations with those on pension provision and investment strategy.

Financial Protection

Ensuring your loved ones are protected in the event of your death or serious illness is the corner-stone of sound financial planning. As well as protecting your wealth, protecting the wealth and financial well-being of your family and dependants is a key part of our service.

Retirement Planning

For some people, retirement will last almost as long as their working lives. We can help you in planning your income in retirement, structuring your investments to meet your retirement objectives and minimise the tax you pay.

To find out more about retirement strategies, please click here.

Wealth Management

Choosing the right investments can offer real opportunities to enhance your wealth and protect it against the effects of inflation. Our job as financial planners is not to guarantee future returns or to try and second guess which investments will perform best. Our job is to use our knowledge, skill and experience to maximise the chances of you achieving your aims and objectives.

Wealth Preservation

There are many ways in which your intended beneficiaries can see their inheritance diluted or even be completely bypassed. These can be avoided with proper estate planning done at the right time, protecting and preserving your wealth for future generations.

To find out more about estate planning, please click here.

We recognise that our private clients are all individuals with their own circumstances and preferred ways of doing things. The service we provide and the advice we give will always reflect this.

To find out more about our services for private clients, contact us online or call 03332 401 333.