About Off Piste Wealth

We're here is to educate and empower people and business owners, through educational workshops and bespoke, independent financial advice, giving clients access to the whole of the market place.
We are a fully Independant and whole of market Wealth Management company, helping people to plan for their financial futures with a new and fresh perspective - with financial education as one of the core values.Our primary aim will be to help you map a plan for your future, but to also teach you how to better manage your finances, create a better relationship with money and ultimately live a more abundant life.Yes, we offer comprehensive financial advice - everything from wealth management to tax planning, pensions and protection. However, our start point and priority is to ‘be real’ with you, to help you create a clear picture of your own personal destination, and of how to navigate your way there.My job is to ultimately help you make smarter decisions with your money. My first priority is to truly understand your current life situation, along with your values and what your goals are for the future. I.e., what is most important to you and what journey are you currently on. I can then go about designing a comprehensive plan and investment strategy that is in In-tune with what’s most important to you, to achieve peace of mind and get you the best life possible.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Sharia finance

  • :
  • Stockbroking services

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