RJ Wealth Limited Information

Wealth Management Company believing in forming long-term personal relationships with our clients to provide bespoke services which help our clients continue to meet their financial goals. We take the time to gain a thorough understanding of each individual’s requirements, providing a one-to-one service, including: RETIREMENT PLANNING - Corporate Pensions,SIPP’s,Personal Pension,Annuities,Pension Transfers,Phased Retirement and Income Drawdown; INVESTMENT - ISA,OEIC’s,Mutual Funds,Unit Trusts,Investment Bonds,Guaranteed Structured Products,Offshore Investments and Asset Management; CGT MITIGATION - planning prior to the disposal of assets, whether by gift or sale, may reduce the level of tax; IHT PLANNING - Planning ahead for when you die allowing you to set out clearly who benefits from your estate exempt from tax;