I am the Director of Truity Wealth Management Ltd and I have more than 20 years’ experience in the Finance Industry working predominantly with Business Owners and Entrepreneurs.
Truity Wealth Management is founded upon two core values – Trust and Integrity. Our clients are at the heart of everything we do. Building long lasting relationships and turning people’s dreams into reality through strategic financial advice. It is so important to us that our clients seeking financial guidance and support should feel they can place their absolute trust and faith in our processes. We offer a very personal but professional experience.
Truity Wealth Management have access to a strong network of professionals - solicitors, accountants and other financial services specialists - ensuring you will receive the best financial advice possible. Financial planning and wealth management really is our passion and we aspire to make the process simpler when it comes to managing your money whether it be building, protecting or succession planning.
Truity focus on building long term relationships with you and your family, providing continuity along your financial journey. We are also able to help businesses in the increasingly complex area of corporate financial planning, from pension planning through to insuring against the loss of a key Director.
The following are some examples of the specialist advice and services that we can provide for you:
• Retirement planning strategies and aspects of business exit planning
• Business Protection
• Investment Planning
• Trust and estate planning
• International investments and trusts
• Protection panel, providing cover in the various forms of life, critical illness and disability solutions
• Access to financing commercial property
Email: [email protected]
Phone: 07533 504946
