Our Services

Paige Wealth Management specialises in giving advice to clients on a wide range of subjects to assist with personal financial planning, with particular emphasis on retirement, investment and inheritance tax planning.

From helping you invest in a variety of assets including equities, bonds, property, alternatives and cash, to ensure a diverse portfolio; to reviewing your pension provision for a financially secure retirement, we take great pride in offering good quality, impartial and independent advice.

Our comprehensive proposition and combination of a commission and fee-based service, as opposed to one based solely on commission taken from investments, provides financial planning that is transparent, specialised and client centred.

 

Investments

The consultants at Paige Wealth Management are qualified to assist you in constructing or restructuring your investment portfolio to meet your requirements.

We are able to recommend a variety of lump sum investments in order to meet your individual requirements, these include:

• Individual Savings Accounts (ISA).

• Unit Trusts & Open Ended Investment Companies (OEIC'S).

• Investment Trusts.

• Investment Bonds.

• Offshore Investments.

• Discretionary Fund Management Services.

By working with fund managers on your behalf, your Paige Wealth Management consultant is ideally placed to monitor performance and will be able to review your investment results with you on an ongoing basis depending on your own requirements.

Retirement Options

Having worked and saved hard all of your life, you now need to ensure that your money is working hard for you and at the point of retirement, you have to make some very important decisions as to how you will take your income. This is your opportunity to select the most appropriate method of income, so it is important that you consider all of the facts.

We will need to establish:

• Your income requirement

• Tax position

• State of health

• Other dependant, such as a spouse or partner

• Attitude to investment risk

• Other financial resources available, such as, Investments, Property rental income, etc...

Once the above factors are known, we can provide suitable advice to you on all of the Retirement Options available:

• Annuity Purchase

• Investment-linked Annuities

• Impaired Life Annuities

• Pension Fund Withdrawal (Income Drawdown)

• Phased Retirement, which can incorporate all of the above

• Family SIPP

You usually only get one chance to take your retirement options, so it's important that you make the right decisions. Whether it is a guaranteed income that you require or flexibility to provide maximum tax efficiency, we can advise on the most suitable strategy for you. With many years experience of working with clients of all ages, we have developed a Wealth Management style designed to meet client needs at the various stages of their life. Our Wealth Management processes can easily be tailored to suit your specific requirements. Financial Planning is a process that enables you to take control of your own finances and with our help use them to move positively towards your investment or retirement goals.

Client Access

Welcome to Paige Wealth Management client access website.

Once logged in you will be able to obtain real time valuations of your personal Investments, Pensions, Unit Trusts and ISAs on one consolidated statement. Your personal website also gives you secure internal e-mail, a place to store important personal documents, up to date unit prices and fund performance charts along with a breakdown of how your assets are invested.

We hope you find the site useful. However, should you require any assistance logging in to your personal site then please feel free to contact your dedicated Consultant.

Enter Our Client Access Website

 

 

 

Useful Documents

Here are some useful documents

Paige powered by True Potential
Transfer of Servicing to Paige Wealth Management
Client Agreement Form PWM LLP
Paige Wealth Management Leaflet 2011
Paige Wealth Management CIDD Investments and Insurance
Paige WM Risk Profile Questionnaire

 

 

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