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Leaving a legacy

Provide security and opportunities for future generations.

By planning now, you not only secure your family’s future but also leave behind a lasting legacy that reflects your values and aspirations. This foresight brings peace of mind, knowing that your loved ones will be cared for and that your life’s work will continue to benefit those you cherish.

We understand that each family has unique goals. We will work closely with you to create a legacy plan that reflects your aspirations and ensures your loved ones are provided for according to your wishes.

 

We will help you to:

Establish what you want to achieve

Before anything else, we’ll listen and understand the legacy you’d like to leave to your loved ones.

Understand what you have

We’ll analyse your assets to give you a good idea of what you can expect to leave behind, while ensuring you still have enough for now.

Make the most of what you have

We’ll recommend effective changes to your financial arrangements that will help ensure your wealth is best placed for your and your family’s needs.

Picture the future

We’ll use cashflow modelling to help you visualise the future and create a thorough plan that will give you a step-by-step guide to achieving your goals.

Stay on the right track

We’ll work with you as you move towards your goals and help to keep you on track should your needs or circumstances change.

What our clients say

The people we help are at the heart of what we do. Here are some of their testimonials.

I would highly recommend Darius and John. I’ve used a financial adviser previously and could never get in contact with them when I needed their help. Stratton Wealth Management have been excellent from the start. They are always available to talk, and they also don’t talk in financial jargon!

Dave Rigby -

A client since 2015

Stratton Wealth Management
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