Somerby Wealth Management is a joint venture between Somerby LLP accountants and GHC Wealth Management, an established local firm of Financial Advisers. This new joint venture neatly complements the services provided by Somerbys with expert financial advice covering a diverse range of subjects such as general financial planning, investments, retirement planning and pensions.
General Financial Planning - We can explore your current financial situation in detail, discuss your overall financial goals & timescales, and agree a plan with you to help achieve these.
Investments – We can advise on how to invest your savings to best place them to help meet your financial goals. The solutions we advise will take into account your appetite for risk and how involved you wish to be in ongoing investment decisions.
Retirement Planning and Pensions – When it comes to making sure you can make the most of your retirement a good plan can be invaluable. We can undertake a full review of your existing pensions, discuss what you want out of your retirement, and put together a plan to help you achieve your ambitions.