Venus Global Finance provides independent financial advice on:
Savings & Investments
Pensions & Retirement Planning
Estate Planning & Intergenerational Wealth
Protection against Risk
Financial Planning in Divorce
Savings & Investments
In order to achieve financial security, it is paramount to have sufficient savings and investment plans in place that align with your financial goals. We will work with you to ensure that your plans are well diversified and in keeping with your preferred level of risk and your investment horizon. With so many options out there, we can help you to optimise your savings & investment plans by taking into consideration various tax-efficient structures.
We can help you with ISAs, Junior ISAs, General Investment Accounts and also with School Fees Planning.
Pensions & Retirement Planning
Along with your short-term savings and investment plans, it is also important to have a long-term plan in place. Perhaps you already have several pension pots that you are not actively managing. Perhaps you are not sure you are even saving enough for your retirement. Either way, we can help. Our Cash Flow Planning Tool is highly practical and easy to use when planning your retirement and will bring you greater clarity about your financial future.
We can help you with Pension Reviews, Pension Consolidation and setting up Private Pension Plans.
Estate Planning & Intergenerational Wealth
If you are hoping to pass on some of the wealth you have accumulated throughout your life to your loved ones, we would suggest you start today! Estate Planning helps you to convert your deepest wishes into concrete plans. Without proper planning in place, you might not be able to leave behind the legacy you want for your nearest and dearest. We are experts in bespoke wealth protection and tax planning and will make sure your wealth is passed on to future generations while mitigating tax obligations.
We can help you with Wills, Trusts, Lasting Power of Attorneys and Protection Policies.
Protection Against Risk
Protecting our clients and their wealth is at the heart of everything we do. Life has a way of throwing us the unforeseen and unexpected, and we are driven by a desire to guide and protect you and your family as you navigate these events. We are well equipped to analyse your unique protection needs and research the whole market to find the best protection plans for you and your loved ones.
We can help you with Life Insurance, Critical Illness Insurance, Mortgage Protection, Income Protection as well as Business Protection.
Financial Planning in Divorce
At Venus Global Finance, we specialise in financial planning for divorce. As well as being one of the most stressful events we can experience in life, divorce has huge financial implications for individuals and their families. We strongly recommend that financial advice be sought before, during and after divorce, along with legal advice, to help you make informed decisions that secure your financial future.
You can find out more about Hulya here. Hulya is authorised by the Financial Conduct Authority – FCA
Hülya has been an invaluable person to have by my side through my divorce. Her IFA services are in-depth and she took time to really understand my personal circumstances and where I am trying to get to. She has also made some great recommendations for wealth management.
– Sam P