Rod Warne, Eight Wealth Management

Eight Wealth Management Financial Advisor
1460 Parkway
Whiteley
Fareham
PO15 7AF
I am looking for individuals and Business Owners who are in need of tailored financial advice on protection, investment, pension planning,
Referral Manager

Business Description

Business Description

I specialise in helping protect you, your family and your business financially; and helping you manage and  grow your wealth to achieve your desired future lifestyle by offering face to face advice tailored to your needs, goals and  future aspirations.

Every client is unique and as such, deserves a bespoke, personalised service  based on their own individual financial needs.

 In  an ever changing environment and changing client circumstances, it’s just as important, to review financial plans regularly to ensure they remain current and on track.

The areas that I specialise in helping my clients  are,

  • Retirement planning

  • Investment planning

  • Inheritance tax planning

  • Protection - Life Insurance, Critical Illness cover, Income Protection,

  • Mortgages – residential and commercial

  • Company Pensions, Employee Benefits, Company Protection  

     

Accreditations & Qualifications

IFS Level 4 Diploma Qualified, DIPFA

 

27 years in Financial Services