Independent Wealth Advice Tailored To You
About Us
At Fornells Wealth Management, we specialise in working with individuals, families and business owners to help them achieve financial success through strategic investment, pension planning and cashflow modelling. We are dedicated to providing personalised, comprehensive recommendations that empower our clients to navigate the complex world of finance with confidence.
Our Commitment
We are committed to understanding the unique needs and aspirations of each client. We believe that successful financial planning requires a personalised approach, which is why we take the time to listen, learn, and collaborate closely with our clients. Whether you are planning for retirement, seeking to grow your investment portfolio, or looking to optimise your cash flow, our team is here to provide expert guidance and support every step of the way.
Expertise and Experience
With years of experience, our team brings a wealth of knowledge and expertise to the table. From investment strategies tailored to your individual risk tolerance, to pension planning that secures your future, we leverage our deep understanding of the financial landscape to craft solutions that align with your unique circumstances.
Our Services
Investment & Pension Management
Tax Efficiency & Estate Planning
Retirement & Cashflow Modelling
The world of investing and pensions can be somewhat of a minefield. Understanding, managing and monitoring risk is essential for any investment decision. Maximising returns whilst managing risk is fundamental to what we do.
Retirement & Cashflow Modelling
Tax Efficiency & Estate Planning
Retirement & Cashflow Modelling
We believe everyone should have a retirement plan and cashflow model in place. Cashflow modelling enables us to forecast when you are able to retire and on what level of income by analysing your current assets and liabilities, income and expenditure.
Tax Efficiency & Estate Planning
Tax Efficiency & Estate Planning
Tax Efficiency & Estate Planning
Tax efficiency is an important factor when planning for the future, especially if you are a high earner. Whether it be for the purposes of investing, retirement or estate planning, we ensure you are not unnecessarily paying tax by utilising allowances and other tools we have at our disposal.
Personal & Business Protection
Tax Efficiency & Estate Planning
Tax Efficiency & Estate Planning
Be prepared for the unexpected. Insurance can help provide piece of mind. Safeguarding your family or business is imperative when planning for the future. Life insurance, critical illness cover, income protection are just a few of the policies we are able to advise on.
Financial Education Within The Workplace
Empowering Your Employees To Make Educated Financial Decisions
At Fornells Wealth Management, financial education is a topic we are extremely passionate about.
We offer financial education in the workplace to help your employees develop their knowledge, skill and understanding of personal finance.
Whether it be an in person presentation on a particular topic such as financial wellbeing, having a trusted advisor placed within your office for the day or a general Q&A session, we have you covered. Our service provides your employees with an opportunity to engage with a qualified professional.
Why Offer Financial Education In The Workplace?
1. Employee well-being: Financial stress can significantly impact an employee's well-being and overall job performance. By providing financial education, businesses can help employees better manage their finances, reduce stress, and improve their overall well-being.
2. Productivity and engagement: Financial stress can be a major distraction for employees, leading to decreased productivity and lower engagement. When employees are worried about their finances, they may be less focused on their work. By providing financial education, businesses can help employees feel more in control of their finances, leading to increased productivity and higher levels of engagement.
3. Retention and attraction of talent: Offering financial education can be a valuable tool for attracting and retaining top talent. Employees are likely to appreciate employers who invest in their financial well-being, and may be more likely to stay with a company that offers such benefits. Additionally, offering financial education can help businesses stand out as employers of choice in a competitive job market.
4. Retirement readiness: Many employees may not fully understand their retirement options or how to effectively plan for their future. By providing financial education, businesses can help employees make more informed decisions about retirement planning, investments, and other long-term financial goals.
5. Reduced healthcare costs: Financial stress can contribute to health issues such as anxiety, depression, and other stress-related conditions. By helping employees better manage their finances, businesses can potentially reduce healthcare costs associated with these conditions.
6. Improved financial decision-making: Financial education can empower employees to make better financial decisions, such as budgeting, saving, and investing. In turn, this can lead to employees with stronger financial stability and resilience, which can positively impact their personal lives and their work performance.
Lets Get Started!
If you would like to arrange a meeting to discuss how we can support your employees financial well-being, please click the 'Find Out More' button below to get in contact.
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