Professional Services Advice
How we can help
The WEA operates a Panel of Professional Advisers (PPA). They provide
professional services advice across a range of disciplines (see below). They
are all Armed Forces friendly and have either signed the Armed Forces
Covenant or are working with the WEA towards signature. They all offer
discounts on their services to members of the naval community who are
referred to them by the WEA.
brighton Williams & Partners
Full service law firm, with offices in London and the regions. Provide practical and straightforward legal advice whatever your regional, national and international requirements.
Hargreaves and Jones (IFA and Mortgage)
Hargreaves and Jones provide bespoke and professional services to clients who value independent advice
Sarah Quirk Wealth Associates
We can cover all aspects of financial matters, including Investments, Life Cover, Health Protection and Retirement Planning. We can also provide advice on care fees planning for clients who require nursing or residential care. This includes investment advice, estate preservation and Inheritance Tax planning. Based in Wickham in the south of Hampshire we look after Private Clients, Business Owners and Trustees and pride ourselves on basing our advice on our strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.
Investment Planning
Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. Whether you are looking to invest for income or growth, we can provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.
We offer Fully-Managed Investment Portfolios, which aim to maximize returns and reduce risk through Advanced Diversification.
Protection for You and Your Assets
Protecting you and your family from unforeseen circumstances is essential now and, in the years to come. We can provide a bespoke protection plan to suit your needs, including life and critical illness cover.
Our recommendation will also take into account the various forms of tax that can be triggered by inheritance, selling a home or other capital events. This includes Inheritance Tax and Capital Gains Tax planning, both of which can significantly impact your assets. Assessing the right protection for you and your assets is essential to any wealth management solution, that’s why we leave no stone unturned in our analysis of your situation.
Retirement Planning
Regardless of where you are in life, it’s important to receive expert and professional advice on your pension plans and requirements.
Whether you need to set up a retirement strategy or review your existing arrangements, we have exclusive solutions to help you make the most of your retirement opportunities.
Our advanced financial planner, True Potential One®, helps you see both your retirement saving and expected spending together, so you can achieve the retirement you deserve.
Mortgages & Borrowing
A mortgage is one of the biggest financial commitments most of us are likely to make in our lifetime. So, whether you are a first-time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds.
With so many lenders offering a vast array of products, it’s essential to seek the right specialist advice.
We can provide you with access to a range of high-quality mortgage products offered by lenders across the marketplace, delivering you choice and value.
Preserving your wealth for future Generations (Please read Notes) *
The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.
The reality is that you can put off making a Will until it is too late, and this poses all sorts of problems for the people left behind and could mean that some or all of your inheritance either goes to the wrong person or to the state.
Affording you peace of mind:
Firstly, and most importantly is the peace of mind making a Will provides. Making a Will enables you to plan exactly what will happen to your property (estate) if anything were to happen to you. This ensures that those you would like to benefit, actually do so, in accordance with your wishes and at the same time avoiding any possible disputes between relatives.
Who needs to make a Will?
The answer is everyone. Anyone with dependent relatives, (children under the age of 18, elderly relatives or relatives with a disability who have special needs), anyone who owns property or has any type of asset which you would wish relatives, friends or charities to benefit from.
NOTES
• Estate planning is not regulated by the Financial Conduct Authority. Will Writing is not part of the True Potential Wealth Management offering.
• True Potential Wealth Management DO NOT give advice in respect of Will writing or Estate Planning & as such accept no responsibility for this type of business. Trusts and Tax Planning are not regulated by the Financial Conduct Authority.
Blake Morgan LLP
Full service law firm, with offices in London and the regions. Provide practical and straightforward legal advice whatever your regional, national and international requirements.
Glanvilles LLP
Glanvilles is an established legal firm, operating from offices in Fareham and Havant in Hampshire and Chichester and Petworth in West Sussex. On 1st April 2022 Anderson Rowntree became part of Glanvilles LLP following a successful merger. Anderson Rowntree will trade under the name Glanvilles Anderson Rowntree. This merger adds Anderson Rowntree’s 30 staff and two local offices in Petworth and central Chichester to Glanvilles 60-strong team and three established offices in Chichester, Fareham and Havant. You can read more about our successful merge here.
Knights PLC
Knights is unique in the UK legal and professional services sector and we are redefining our industry.
Continuing to increase our geographical coverage and build the scale of our operations, we have become one of the largest collaborative professional services teams in the UK through our strong culture and corporatised model, meaning Knights is now increasingly becoming recognised as the business of choice for more clients and professionals.
Pioneers for a new type of professional services business; we operate a unique and proven model which has created a strong and resilient platform for growth. We continue to make good progress against our vision of leading the regional market in the UK, consistently delivering high quality services to our clients across an ever-increasing range of services and sectors.
More than 1,100 professionals now work as one team offering a distinctive blend of local knowledge aligned with national capability and presence to deliver a premium client experience.
Irwin Mitchell
We’re legal and financial advisors with a difference, based in offices across the UK and with an international presence as members of First Law International. Giving the best possible advice is about more than knowledge and expertise. It means understanding the people and businesses you work with as deeply as possible. It means taking the time to listen to what matters most to them. We couldn’t do for our clients what we do without our colleagues or our communities either – read more about Irwin Mitchell’s clients, colleagues, and communities.
Gillespie Macandrew
Gillespie Macandrew is a Scottish Law firm with offices in Edinburgh, Glasgow and Perth, advising individuals, families, and businesses on a diverse range of legal matters combining a personal approach with specialist knowledge. For individuals and families our offerings include Divorce and family law, preparing Wills, Powers of Attorney and guardianships, estate planning, tax for individuals, court and other dispute resolution, employment law, planning law and property/housing law. Get in touch with Gillespie Macandrew for a free, no obligation initial conversation to discuss your personal requirements. They can offer a 10% discount of fees on certain (Scottish Law) matters and will discuss eligibility for this at the outset.
It is more than just facts, figures and paperwork. As the song goes “Tain’t what you do, it’s the way that you do it – that’s what gets results”.
As a firm of Chartered Accountants, Landmark offers all the usual services you would expect to see, including, of course, core business and tax advisory services – but with a difference.
You might want assistance with a thorny tax problem or something more adventurous like setting yourself up in business, or even departing the UK, after you leave the military. You might like help with a challenging life event or an exciting opportunity.
While you may have already toured the globe, we can walk you through the world of tax and finance. Be it income tax, capital gains tax, inheritance tax, international, VAT or stamp duties, our dedicated and experienced business and tax teams can help you navigate the complexity and uncertainty with confidence.
Call us on 01923 587 487 or email peter.horn@lmca.co.uk to arrange a chat. We’re only too happy to be your sounding board and let you have our initial thoughts without charge. If then, you need our services, of course we’ll set out our fees, so there are no unwelcome surprises.
Landmark has a proud history of client service and values its reputation highly. If you become a client, we really want you to stay with us, and if it is just one-off advice you need then we want you to remember us fondly, and to have the confidence to mention us to your friends.
W www.lmca.co.uk T 01923 587 487
Forces Mutual
Improving lives is at the heart of everything we do, and our focus is firmly on the people who protect us.
We’re passionate about investing in the wellbeing of the Military family and we continually strive to make a positive difference to their lives and the wider Military community. We’re proud to demonstrate how we stand apart from the other organisations in our field.
Our business is based upon trust, and this has been demonstrated over the years to ensure that wherever you are, our team of advisers in the UK and overseas will ensure that Forces Mutual will be there to support you.
Trinity
We offer specialist military insurance products from those who know what it means to serve. We also have a range of products for the wider armed forces community, for veterans and forces friends and family.
Headed up by Patrick Glennon, the company has expanded rapidly over the last 10 years. As well as providing mortgage advice to everyone, thanks to Patrick’s past experience of being in the Armed Forces, we have been able to tap into the unique market of giving mortgage advice to current and ex-serving members of the Armed Forces.
We also offer a full range of insurance services to suit the military, whether it be to protect your home, life or income.
Contact us today
07854673000
hello@patrickjamessolutions.co.uk