Wealth Planning

Whatever your stage in life, having a financial plan in place is vital in helping you achieve your goals. Proper financial planning is not just about what product to buy or where to invest. We work to understand your specific circumstances before helping you build a personalised, robust, yet flexible, financial plan.

Most importantly, our plans are not static. They are designed to change over time, as your circumstances and priorities change. Through formal reviews, at least yearly, and regular contact we can ensure your plan remains current and continues to be effective.

At Credo, we work with a variety of different clients including:

  • Individuals and their families
  • Trustees: both personal and charity
  • Entrepreneurs
  • Business owners

As our client, you are the focus of what we do. To help you achieve your long-term goals, it is important that you work in partnership with your adviser. Whether you are in retirement or only just starting your journey, we can offer expert advice and personalised solutions.

Wealth Planning Brochure

Credo Wealth Planning Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Credo Wealth Planning Ltd provides advice on a restricted basis as we primary manage your investments through Credo Capital Limited.

Talk to us

Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.