Helping clients plan for retirement
Advising on retirement planning including taking early retirement, reducing working hours and making the most of your company or personal pensions, including the specialist area of final salary (defined benefit) personal pension schemes.
Helping clients make the most of their savings and investments
Advising on how to improve returns on investments, make money work harder for clients and how to invest wisely and productively in line with the level of risk a client wants to take.
Advice offered by NGC Wealth Management has been able to help local businesses to enter the renewable energy supply chain, by, for example, arranging investment for clients through partner companies of Quilter (in particular, Octopus Energy) where clients’ monies are invested into renewables such as solar farms, wind generation, anaerobic digestion plants. While we specifically do not work in these areas, we are able to advise clients to invest through tax-beneficial products into those areas, as demonstrated by our clients who work in those areas, for example solar farms, wind generation, recycling.