Investments & Financial Planning
Taking regular financial advice throughout your life not only puts you in the best position to achieve your goals and objectives, but it can also take the hassle and worry away and replace it with peace of mind and a feeling of control. We’re here to advise you through your investment journey, a journey that starts with a warm welcome from our team.
ISAs
There are several different types of ISAs available and without advice how will you know which ISA is most suitable for you? We’re here to help assist you in making the right financial decisions
VCT & EIS
Both Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS) provide tax-efficient investment opportunities in some of the most exciting up-and-coming businesses in the UK.
EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies, therefore are only suitable for experienced investors.
Due to the risks attached these types of investment products are aimed at existing clients or experienced investors
Investment Account
The right investment for you will depend on your goals. Whether you’re looking for growth, income or a combination of both, we can help you find the one for you.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Our Calculators
Whether you’re saving for your first home, budgeting for your next, thinking about retirement or even planning to invest, we've created a number of helpful financial calculators to make things nice and easy for you...
Our Portal
As a valued client of Renshaw Wealth, you have access to our award-winning portal where you can access your whole portfolio of financial products.
You will also have access to our Wealth Projector, which uses all the information provided in your portfolio to determine how your financial situation might mature until your retirement and beyond.
Your portal provides a safe and secure personal document locker, where you can store and lock away, receive or even share documents with your adviser.
Renshaw Wealth
11 Bath Street
Ilkeston
Derbyshire
DE7 8AH
0115 9445 777
advice@renshawwealth.co.uk
Lifetime Wealth Management Limited. Registered in England and Wales under no. 04631136. Registered office address - 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.
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