What we do
Spentwell is a financial planning firm that makes finance easy to understand and relevant to your life. Our advice covers:
You and your money
Understanding what’s important to you, we work together to manage your money so you can live the life you want.
We assess, and put in place, the right level of life cover and/or income cover to make sure you and your family are protected financially… no matter what life throws at you.
We put long term plans in place, working towards your retirement goals and managing your income in retirement.
Tax & Estate Planning
Using our knowledge of the UK tax system, we make sure your assets are managed in the most tax efficient way. Allowing you and your family to enjoy as much of your wealth as possible.
We turn this all into a personalised visual plan, giving you a clear understanding of your current financial position and an insight into how your financial future could look.