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wealth management

Our sister company Mitten Clarke Wealth Limited will guide you through a personal wealth and tax planning strategy, covering everything from preserving your capital to protecting your family.

You will benefit from our highly qualified team based in Staffordshire who will work alongside our tax specialists and accountants to give you honest, expert advice. We are truly independent and qualified to the highest standards in our industry.

So if you would like advice, or simply have a question on any of the following areas, do please get in touch:

  • auto-enrolment
  • care fees planning
  • estate planning
  • income protection
  • key person insurance
  • lifestyle financial planning
  • life time planning
  • managing your investments
  • pension property purchase
  • protecting your family
  • retirement options
  • shareholder protection.

Our two companies are truly integrated – we work together in the same offices, share the same team and our directors are common to both businesses. That means you can be assured of the same great service and rarely will you find such an experienced team to give you the holistic planning you’re looking for.

Visit our wealth management service website for more information on this service, or contact Paul Darley on paul.darley@mittenclarkewm.co.uk for a confidential, no obligation chat.