Business networking in Surrey with BNI Woking
BNI Woking business network members  
   
 
Matthew Parker Surrey Hills Wealth Management Company: Surrey Hills Wealth Management
Business: Financial Planning
Member name: Matthew Parker
Phone: 01483 729122
   
Mobile: 07954 388570
E-mail: matthew.parker@sjpp.co.uk
Web: www.surreyhillswm.co.uk
   
     

At Surrey Hills Wealth Management our number one priority is to offer clients confidence that they are in the best possible financial position for their long-term future.

We are based in Woking, Surrey and look after clients living within a 10 mile radius. We also have offices in Mayfair, London.

We specialise in the following areas:

  • Strategic investment planning
  • Extracting profit from director-owned businesses in a tax efficient manner
  • Care home fees planning
  • Protecting your estate
  • Establishing family trusts for the provision of future generations
  • Retirement planning strategies for both pre and post retirement
  • Capital preservation in retirement
  • Sophisticated investment advice for professionals whose income exceeds six figures
  • Offshore trust and investment advice which is suitable for non-UK domiciled individuals
  • Investment planning suitable for the Home Office's tier one investor visa programme
  • Inheritance tax mitigation

We want your experience of Surrey Hills Wealth Management to be positive in every sense. Your relationship with us begins, and not ends, at the point in time that you decide to become a client.

Please click here to view our Client Service Proposition.

If the above resonates with you please 01483 729122 or email so that we can set up an initial consultation.

Why Surrey Hills?

At Surrey Hills Wealth Management there are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.

Our strategic financial planning isn't just about keeping your finances protected. We make a point of understanding your ambitions and lifestyles, and building strategies that make them possible.

We have access to global investment funds which have been carefully researched and selected, and whose fund managers are closely and regularly monitored by our Investment Committee.

Providing the most skilled and up-to-date financial planning is paramount to Surrey Hills Wealth Management and the service we provide to our clients. As such we continue to invest in on-going professional qualifications.

Contact BNI Woking:
Speak to/email Martin Darg:

07980 801611

enquiries@bniwoking.co.uk

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