Square One Wealth Management LLP is a boutique financial planning practice for high net worth individuals & trusts
We also assist highly profitable SMEs with their corporate financial planning
For clients in later life we also offer advice on Inheritance Tax & long term care
The value of pensions & investments & income they produce can fall as well as rise. You may get back less than you invested
Inheritance Tax/Estate Planning and Trusts are not regulated by the Financial Conduct Authority