Circle Wealth Partners Information

Circle Wealth Partners specialises in strategic financial planning for private clients, trustees and corporate businesses whose circumstances tend to be more complicated than most. Our number one priority is to offer clients confidence that they are in the best possible financial position for their long-term future. We specialise in the following areas: •Strategic investment planning •Extracting profit from director-owned businesses in a tax efficient manner •Establishing family trusts for the provision of future generations •Retirement planning strategies for both pre and post retirement •Sophisticated investment advice for professionals whose income exceeds six figures