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Financial Planning for Individuals
Financial planning is about creating a roadmap that supports your lifestyle, goals, and values. From building and preserving wealth to preparing for life’s transitions, so at CMP Wealth Management, we provide tailored advice across every aspect of your financial journey.
Whether you're planning for retirement, managing investments, navigating life changes, or securing your legacy, we’re here to help you make informed choices that protect and grow your assets. Our comprehensive approach ensures you and your loved ones are financially secure, giving you peace of mind today and in the future.
We’re here to help individuals across Worcestershire and across the Midlands. As local people ourselves, born and bred in Kidderminster we really really care about helping people and families in our community.
Lifestyle Financial Planning
Our lifestyle financial planning helps you live the life you envision, not just today but for years to come. We take the time to understand what truly matters to you—whether it’s travel, family, or early retirement—and design a plan that balances your current lifestyle with your future aspirations, giving you peace of mind.
Investment Planning
Through careful investment planning, we work with you to build and grow your wealth strategically. With access to a wide range of investment opportunities, we tailor your portfolio to match your financial goals and risk tolerance, ensuring that your investments align with your vision for the future.
Pension and Retirement Planning
Planning for retirement involves more than just saving; it’s about ensuring you’re able to maintain your lifestyle once you stop working. We guide you in building a robust retirement plan, including pensions and other income streams, so you can retire comfortably and confidently.
Financial Planning
for Widows
Losing a spouse is emotionally and financially challenging. We offer compassionate guidance to help you navigate this difficult time, supporting you in managing your finances, understanding your options, and making decisions that safeguard your future.
Financial Planning for Divorcees
Divorce can be financially complex. We help you evaluate and reorganise your finances, focusing on rebuilding stability and planning for a secure future. Our approach ensures that your financial plan reflects your new life circumstances and goals.
Inheritance Tax Planning
Our inheritance tax planning services aim to preserve your wealth for future generations. We provide strategies to minimise inheritance tax, ensuring that more of your legacy goes to your loved ones, in line with your wishes and family values.
Tax and Trust Planning
Effective tax and trust planning can protect and enhance your assets. We develop strategies that reduce tax burdens and ensure that your wealth is structured in ways that support your goals, whether through trusts, investments, or estate planning.
Life Assurance and Protection
Securing your financial future often means preparing for the unexpected. We work with you to select the right life assurance and protection policies that provide financial security for you and your loved ones, giving you confidence in the face of uncertainty.
Long Term Care Planning
Planning for long-term care can protect your financial resources and provide peace of mind. We guide you through the options available, ensuring that you are prepared for any care needs, whether for yourself or your loved ones, while preserving your assets.
Wills and Power of Attorney
A well-prepared Will and Power of Attorney are essential for protecting your wishes and loved ones. We work with solicitors to assist our clients establish these documents to ensure your assets are handled according to your wishes and that someone you trust can act on your behalf if necessary.