• Contact

    • Bolton Office

      Contact details for our Bolton office.

  • About Us

    • Company Structure & Philosophy

      The MS Wealth Management ethos.

    • Our Team

      An introduction to the vital members of the MS Wealth Management organisation.

  • Professional Partners

    • Our World Class Partners

      Brief overview of our selected global partners, SEI & Towers Watson.

    • Our UK Partners

      Brief overview of our selected UK partners, Standard Life & Oxford Risk.

    • Personal Injury Trust

      Brief overview of the Personal Injury Trust.

    • Court of Protection

      Brief overview of the Court of Protection.

  • Investments

    • Investment Process

      Details of how we go about selecting the right investments for you & your money.

    • Personalised Wrap

      Your own area to monitor the progress and development of your investments.

    • Holistic & Bespoke Planning

      For those who are looking for a complete financial plan instead of individual aspects.

  • Business Wealth

    • Business Protection

      Ensure your business isn't damaged by the loss of a key employee.

    • Directors & Owners

      Information & advice on wealth management for business minded people.

    • Employee Benefits

      The right benefits package for your employee's could lead to increased motivation & productivity.

  • Personal Wealth

    • Flexible Retirement

      We monitor your investments to give you the best returns when you need them in later life.

    • Inheritance Tax

      Our expert advisors are on hand to give you all the information needed to deal with your inheritance tax issues.

    • Mortgage Advice

      MS Wealth Management can provide you with information and assistance on a wide range of mortgage options.

    • Tax & Pension Planning

      The key to a successful pension is proper planning, the earlier you start, the more return you will see.

    • Self Invested Personal Pensions

      The key to a successful pension is proper planning, the earlier you start, the more return you will see.

  • Home
Flexible Retirement
Flexible Retirement
Inheritance Tax
Mortgage Advice
Tax and Pension Planning
Self Invested Personal Pensions

Flexible Retirement

At MS Wealth Management we understand the fact that you have worked hard throughout your life and now want to start enjoying your free time.

 

This is why we take away the worry of dealing with your investments and make sure you are seeing the best possible return.

 

Monitored Investment

 

We constantly monitor each and every investment to ensure that your money is in the most profitable and the most tax efficient place.

 

At the same time we appreciate that you may want to check on your investments yourself. For this reason you are able to view your details at any time online or you can give us a call and we can talk about how the investment currently stands.

 

MS Wealth Management also understands that you may want to draw income from your investments to help you enjoy some of the finer things in life and you are able to do this at any time with us. Our way of dealing with your investments is aimed at giving you the chance to enjoy your retirement earlier than you may have originally thought.

 

Phone: 01204 366 300 | Fax: 01204 366 344 | Email: info@mswm.co.uk | Address: Kirkhall Place, 69 Chorley Old Road, Bolton, BL1 3AJ | Site Map