电子邮件 | ema***@***.com | 获取Email |
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电子邮件 | ema***@***.com | 获取Email |
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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?
公司 | Wills & Trusts Wealth Management Group |
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职位 | Paraplanner |
地点 | United Kingdom |
http://www.linkedin.com/in/sam-lewens-ab345477 | |
部门 | |
头衔 | Paraplanner: studying L4 Diploma in Regulated Financial Planning & BA Hons in Business Studies |
Wills & Trusts Wealth Management Group Paraplanner
2019-01-01 -
EAL Awards LEAD Product Coordinator (Promotion)
2017-08-01 - 2019-01-01
EAL Awards Exam Coordinator
2015-09-01 - 2017-08-01
British Board of Agrément Technical Monitoring Administrator
2014-09-01 - 2015-09-01
Case Administrator
2014-01-01 - 2014-09-01
Sam Lewens 在 Wills & Trusts Wealth Management Group 担任 Paraplanner: studying L4 Diploma in Regulated Financial Planning & BA Hons in Business Studies
Sam Lewens 在 Wills & Trusts Wealth Management Group 的职位是 Paraplanner: studying L4 Diploma in Regulated Financial Planning & BA Hons in Business Studies
Sam Lewens 的电子邮件地址是 ema***@***.com
Sam Lewens 的电话号码是 -
Sam Lewens 的公司电话号码是 +441****
Sam Lewens 在 financial services 工作。
Sam Lewens 的一些同事包括Tim Frosdick、Martin Doughty、Lisa McBrearty、Abraam AzirSam Lewens、。
Sam Lewens联系方式: 电子邮件地址:ema***@***.com 电话号码:-
Sam Lewens 的个人领英是:http://www.linkedin.com/in/sam-lewens-ab345477
Sam Lewens 的办公地点:91-92 high street, thame, oxfordshire, united kingdom
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