Trusted Wealth

Trusted wealth is an independent financial planning firm with the sole focus on growing and protecting your wealth. We are qualified to the very highest level the industry has to offer and subscribe to the highest code of ethics to ensure our clients are at the heart of everything we do. Being totally independent means that we are able to access a wide range of investment and pension products to suit our clients’ needs and objectives. Our services include: • Savings and Investments • Pensions & Retirement • Legacy & Estate Planning • Protecting your Wealth • Long Term Care For business owners, we provide advice on • Profit extraction • Using your pensions (SIPPs / SSASs) to fund your business projects • Protecting your business against the death or incapacity of a key member or shareholder Trusted Wealth is a Trading name of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.