Independent Financial Advisers in Mayfair, London



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Forum Wealth
Management Ltd

Ashley Law
Docklands

Total Wealth
Solutions

Pinks Financial
Planning

Yellowtail Financial
Planning Ltd

Total Wealth Solutions

Address: St Martins House, 16 St Martins Le Grand, London, EC1A 4EN
Telephone: 0845 838 6136
Fax: 0871 733 5137
E-mail: steve@totalwealthsolutions.co.uk
Visit our Web Site: www.totalwealthsolutions.co.uk

Contact: Steve Bates Cert PFS.

General information

Our aim is to offer impartial, independent financial advice to our personal and corporate clients, specialising in the complex areas of Pensions and Investments. Our qualified advisers, including Steve Bates who passed exams such as Advanced Pensions (G60), Retirement Options and The Pension Management Institute Trustee Certificate, will provide you with tailored financial planning solutions designed to meet your wealth management needs.

We are totally independent of all financial institutions. We pride ourselves on the quality of our financial advice and the services we offer, making full use of cutting edge technology.

Our philosophy is founded upon getting to know our clients and working with them to provide appropriate wealth management solutions tailored to meet their specific financial planning requirements.

Below is a table of the main topics on which advice is given. However, this does not cover all areas on which advice can be given.

Personal	Corporate and Business Plans
Lump Sum Investments Pension Transfers Pre and Post Retirement Planning Income Protection Critical Illness Life Cover Long Term Care Inheritance Tax Planning Private Medical Insurance	Executive and Group Pensions inc SIPPS and SSAS Stakeholder Pensions Group Personal Pensions Group Income Protection Group Life and Critical Illness Cover Keyman Protection Partnership Protection Share Protection Employee Benefits

For a detailed review of your personal circumstances please Email or telephone Steve in confidence and he will arrange a (no obligation) appointment, at a time and place to suit you.

Total Wealth Solutions is an appointed representative of The McCroddan Partnership who are authorised and regulated by the Financial Services Authority (FSA).

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