At Surrey Hills Wealth Management our number one priority is to offer clients confidence that they are in the best possible financial position for their long-term future.
We are based in Woking, Surrey and also have an office in Mayfair, London.
We specialise in the following areas:
- Working with entrepreneurs to invest the proceeds of their business sales / exits
- Extracting profit from director-owned businesses in a tax efficient manner
- Establishing family trusts* for the provision of future generations
- Retirement planning strategies for both pre and post retirement
- Sophisticated investment advice for professionals whose income exceeds six figures
- Inheritance tax mitigation
- Working with Partners of large Accountancy firms and Legal Practices
We want your experience of Surrey Hills Wealth Management to be positive in every sense. Your relationship with us begins, and not ends, at the point in time that you decide to become a client.
Please click here to view our Client Service Proposition.
*Trusts are not regulated by the Financial Conduct Authority.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.