Ennvee Financial

A family run forward thinking financial planning firm. We work with and provide tailored financial planning for individuals and business owners with the aim of helping them live the life they desire. We choose to serve our clients with a unique lifestyle planning approach. This involves an ongoing service to ensure our clients are continually looked after during times of evolving needs and legislative changes. We are happy to work with all clients but our team specialise in two main areas. We seek to help young entrepreneurs and business owners along with their families throughout their journey with a range of support services offered. We also focus on inter-generational and legacy planning to help our clients keep the wealth that they have accumulated within the family, usually across 3 generations, in a tax efficient way. We work closely with other experts such as accountants, solicitors and other professionals where necessary as we find this enhances the value we provide to our clients and ensures we provide a complete and genuine holistic planning service. Please see our website and social media channels for further information on our specialities and do get in contact if you feel we can assist you in some way. Website: Facebook: Instagram: Thank you for your time and we look forward to working with you. Your home may be repossessed if you do not keep up repayments on your mortgage.*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. Ennvee Financial Consultants Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Ennvee Financial is a trading name of Ennvee Financial Consultants Ltd. SJP Approved 07/03/2025