Comet Wealth Information

GUIDING LIGHT FOR FINANCES Since 2006, we’ve partnered with UK clients on their financial journeys. As a boutique firm, we offer personalised financial planning at your convenience. Comet Wealth Ltd is authorised and regulated by the Financial Conduct Authority. Our fee-based advice explores all options to find the perfect fit for you. Clients value our reliable guidance, helping them feel secure regardless of their financial stage. Empowered by our support team, our advisors focus on providing you the highest level of personal care. You’re in control – we only start with your agreement. We help you make informed financial decisions, stress-free, on your terms. INVESTMENTS In the present economic climate, we have to work that bit harder to make the most of our savings and investments to achieve the returns we would like. RETIREMENT We are a long time retired, which is why planning for a comfortable retirement should be regarded as a high priority. ESTATE PLANNING Inheritance has become a hot topic amongst politicians in recent years. It is one that we ignore at our peril. Without the right inheritance tax provisions the Government could benefit more from your life’s work rather than your family. FINANCIAL PROTECTION You may want to setup financial protection for the most important people in your life as you might not always be there to help them. There are all kinds of ways to ensure that the right kind of financial provision is put in place. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Estate planning is not regulated by the Financial Conduct Authority.