About Us...
Inspiration Wealth Management Ltd is a firm of financial advisers based in Cardiff, UK and within the financial services industry are one of the very few female owned companies in the UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives. Clients either visit us or we are more than happy to see them in their own environment. The geographical range is from Tenby in the West to London and the Home Counties in the East, along the M4 corridor. We also have a few clients based in Scotland. We are more than happy to visit other parts of the UK.
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning, mortgage advice or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
The FSA do not regulate all forms of Inheritance Tax Planning