Lisa McBrearty

England . - United Kingdom

Lisa McBrearty 的邮箱和电话

电子邮件 lis***@***.com

Lisa McBrearty 当前工作场所

Wills & Trusts Wealth Management Group

Wills & Trusts Wealth Management Group are an award-winning firm that believes in treating clients and our employees as people, not just as a number. This "family" philosophy makes the company one of the most highly respected throughout our industry. As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clients' assets and the protection of those assets so that they pass to the right person at the right time. Estate planning Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. You will probably want to make sure that you pay no more tax than is reasonable, and in some cases you will want to avoid it completely. Investment management You want to earn more on your savings and investments, at the same time, you want to pay as little tax as possible. Most importantly of all, you probably want to minimise any risk that you take. It takes a great deal of time and effort to build your wealth, and you want to protect it for your future and for the future of your family. We actively manage your investments to produce the greatest returns for the lowest risk. We put a premium on making sure you know what is happening and why. Our clients say our programme of client education is like nothing they have ever experienced before. Pensions management When you retire you will want to make sure that your pension produces the most income possible, that the income will last for the rest of your life, and ideally increase every year. If anything happens to you, it is no doubt important to you that your spouse will get your pension in full. We treat pensions like every investment we manage. Unlike most advisers, who only look at your pension once a year, we look at it every day, and we ask the question: how can we do better for you?

Lisa McBrearty 简介

公司 Wills & Trusts Wealth Management Group
职位 Solicitor
地点 United Kingdom
LinkedIn http://www.linkedin.com/in/lisa-mcbrearty-8a27a936
部门
头衔 Solicitor

Lisa McBrearty 的常见问题(FAQs)

Lisa McBrearty 在哪家公司工作?

Lisa McBrearty 在 Wills & Trusts Wealth Management Group 担任 Solicitor

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Lisa McBrearty 在 Wills & Trusts Wealth Management Group 的职位是 Solicitor

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Lisa McBrearty 的电子邮件地址是 lis***@***.com

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Lisa McBrearty 的公司电话号码是 +441****

Lisa McBrearty 从事哪个行业?

Lisa McBrearty 在 financial services 工作。

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Lisa McBrearty 的一些同事包括Tim Frosdick、Martin Doughty、Lisa McBrearty、Abraam AzirSam Lewens、。

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Lisa McBrearty联系方式: 电子邮件地址:lis***@***.com 电话号码:-

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Lisa McBrearty 的个人领英是:http://www.linkedin.com/in/lisa-mcbrearty-8a27a936

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Lisa McBrearty 的办公地点:91-92 high street, thame, oxfordshire, united kingdom

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