LUCUS WEALTH
Updated 65 days ago
Private Limited Company
- Active - 10710033 (CH)
- Age: 7 years
- ID: 36008976/52
15 Park Place, Newdigate Road, Harefield, Uxbridge, UB9 6EJ
• 66220 - Activities of insurance agents and brokers
We are committed to putting our clients at the heart of everything we do and to providing the best possible service... Recently we have been helping clients take pension benefits in the most efficient way, grappling with the thorny issues of poor annuity rates and a volatile investment market; putting in place tax efficient life assurance for company owners to ensure their families receive sufficient money to continue their lifestyle should the worst happen as well as ensuring there would be minimal detriment to the other business owners through careful succession planning; sheltering money from Inheritance Tax to ensure money flows to the correct beneficiaries efficiently; and we have been dealing with companies that need to comply with the new Automatic Enrolment pension regime by recommending and putting in place suitable schemes. However, there are many more areas of financial planning that we can help with... We are independent financial planners offering expert financial..
Also known as: Lucus Wealth Limited, LUCUS WEALTH LTD
Registration numbers: 10710033 (CH)
Associated domains: financialadvicederby.co.uk, financialservicesderby.co.uk, oliverwealth.co.uk, oliverwm.co.uk, pensionsderby.co.uk