Delivering Financial Freedom
WHAT WE DO
We don’t do everything, just the things we are good at.
Your Investment
We’ve been helping our customers put their money to work for over 25 years.
Being fully independent we have a huge range of investments, we can provide expert advice to make sure you select the best one for you.
So, when you’re ready to feel good, investing, we’re here to help.
Your Retirement
No matter what stage of life you’re in, it’s always worth setting goals and making sure your pensions are working hard for you. Reviewing them regularly can help you get the most out of what you’ve built and keep you on track for a comfortable, secure retirement.
Our financial modelling is designed to help you explore what really matters to you. Together, we’ll build a plan that fits your goals and gives you the best chance of achieving them.
Pensions are still one of the smartest and most tax-efficient ways to grow your wealth and play a big part in creating genuine financial peace of mind.
Your Estate Planning
For many people, thinking about how inheritance tax might affect their loved ones can feel both emotional and important.
We are here to help you plan ahead so your finances are structured in a way that allows your assets to be passed on to future generations as smoothly and tax-efficiently as possible.
“We completely trust Silverwood Money Management to look after our pensions and investments and to provide clear, timely and insightful investment proposals.”
“Many thanks for the Annual Review. I can confirm that I am very happy with my personal pension and ISA accounts and my heartfelt thanks go to all at Silverwoods.”
“Really pleased with the smooth transition from my previous pension provider. A lot of this is down to the behind the scenes, hard work and professional support provided by Richard Silverwood’s staff.”
“I highly recommend Richard and Jason, my financial advisors, to anyone seeking guidance on pensions, ISAs etc. Their expertise and experience in these areas have been invaluable to me in planning my financial future. With their guidance, I feel secure in my retirement planning and confident in the tax-efficient investments I have made. I would heartily recommend their services to
anyone seeking financial advice.”
“I just wanted to send you a quick email regarding my recent discussions with Jason, who was polite, professional and very understanding. I am very pleased with the consultation and with the advice and outcome of my pension plan. Could you please pass on my thanks.”
“I would like to take this opportunity to thank you and the team for the continued expertise in looking after our money/investments. Thank you”
“Thanks as always for an engaging and productive session, and for a very quick turn around. As with all communications this year it has been a delight to work with you, and we both look forward to working with you over the long term.”
We are here to answer your questions
Fill out the below contact form if you would like us to manage your finances. We are here to help: