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How can we help?

We try to make working with CL4W as easy as possible. Whatever financial planning advice you need, you can always give us a call on 0115 981 9529 to talk it over. But if you'd like to find out a little more about our services first, here's a quick guide:

Pension planning

We can help you plan for your retirement, whatever stage of life you're at now. Many of our clients come to us for advice following a divorce or separation. Others have inherited money or sold a business. Whatever your needs, we'll be glad to help. For more information, click here.

Divorce

We don't want divorce to signal the end of your dreams and aspirations. And with our help, it won't. Talking to us is one of the very best things you can do to start taking back control of your financial future.  Or, if this will signal you taking control of your finances for the first time, we'll help you take the first steps... For more information, click here.

Health and wealth planning

It's not all about your financial health, we want to make sure that you look after your general health too. We can talk you through some options for private healthcare, just to give you that extra reassurance. We take care of the fun bits of looking after yourself too - sign up here and we'll let you know when we're planning our next Spa day!

Legal and tax planning services

We believe everyone should pay their fair share of taxes. But we know that many people end up paying more tax than they should, simply because legislation changes and their financial strategies don't change accordingly. And that simply isn't right. We'll help you negotiate the changes to income tax, capital gains tax and inheritance tax so that you can legitimately protect more of your hard-earned money. Whether you're looking to safeguard a sum for future generations, or you'd like to draw an 'income' from your savings, you can relax knowing you'll always have the most tax-efficient tax-planning strategy.

Financial advice following a bereavement

Please do get in touch if you need help sorting out your finances after a bereavement. We appreciate that there is just so much to deal with - pensions, probate, paperwork... So we're here to make things as simple and as straightforward as possible for you.

All the advice you need, whenever you need it

We'll be delighted to help you any way we can. Our service covers every aspect of financial planning for women; whatever help you need, just ask...

You can use our contact form, or better yet, give us a call on 0115 981 9529

 

The Financial Conduct Authority does not regulate taxation and trust advice.

MoneyAgeGrowth InvestorMidlands IFA of the YearThe Aberdeen U Platform Award