It’s all about you

We support you and your business at every stage with expert advice that delivers outstanding results.

We provide accounting, tax and business advice to individuals, family, and owner-managed businesses from across our offices in Leeds, Manchester, Newcastle and York.

Wealth Management

Managing your wealth effectively

Jeremy Gibbs
jgibbs@garbutt-elliott.co.uk

Kevin Hilton
khilton@garbutt-elliott.co.uk

 

Garbutt & Elliott offer clients a full range of independent financial services through our associated business, G&E Wealth Management Limited.

By choosing G&E Wealth Management, you will receive a bespoke solution to meet your needs and objectives. Our consultation process at the outset is designed to clarify your objectives and provide a thorough review of your circumstances, prior to offering detailed and personalised solutions.

G&E Wealth Management provides professional and impartial advice to both Corporate and Private markets.

We are highly proactive in using Pensions Simplification legislation to assist clients in achieving their objectives. A particular area of specialism relates to property purchase using pensions both for the owner-occupier and investor.

We can help you with the following:

  • Business and Personal Protection
  • On-shore and Off-shore Investments
  • Retirement Planning for Executives and Individuals
  • Employee Benefit Schemes

Estate PlanningWe would be delighted to offer you a free consultation to illustrate your planning options.

G & E Wealth Management Limited is authorised and regulated by the Financial Services Authority.