We are thrilled to announce the launch of Acquire Wealth, sister company to Lifeplan Chartered Financial Planners. Behind the scenes are the same highly qualified advisers Kate Boon and Gary Barnes, supported by administrator Abigail Barnes. So, what’s the difference?
Why launch Acquire Wealth?
That’s simple; our goal is to make high-quality pension, investment and protection advice more accessible, for more people.
Lifeplan continues to go from strength to strength, providing specialist advice to a select group of clients in the North East. And, with more than 45 years of collective experience in financial services, we see the value and benefit of that advice daily. Acquire Wealth is designed to offer those benefits to clients with different requirements.
In fact, a motivation to launch this exciting venture was to offer a financial helping hand to existing client’s children and family. Not everybody requires extensive financial planning, which may depend on their age, investing experience or wealth. Importantly, the streamlined services of Acquire Wealth is reflected in the cost of advice.
We’d also like to assure our Lifeplan clients that the existence of Acquire Wealth will have no impact on the quality of service you receive, our advice, or our availability. We have created two distinct propositions for two distinct types of client.
How Acquire Wealth delivers advice
Where you live is often a limiting factor when trying to find a great financial adviser. To overcome this, we offer online chat and video calls via Skype. Of course, you’re still more than welcome to pop in for a cuppa if you’re local. Naturally, you don’t pay for the initial meeting, it’s simply an opportunity to get to know each other.
We want you to acquire focus, security, happiness and organisation. To achieve this, we can help you with your:
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Pensions
Whether it’s tracking down lost workplace pensions, analysing old schemes with a view to consolidating them, or planning the best way to take retirement income, we’re here to help.
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Investments
Carefully managed investments can help you to prepare for life’s expenses and events; whether that is retirement, your children’s education or a new home.
When investing your money, it’s important to find the best way to align your portfolio with your unique needs and goals. Costs, risks and time frames all need to be considered too.
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Protection needs
No one wants to imagine life without their home, health, family, job and possessions. Whilst we can’t predict the future, we know that life can be unpredictable. It’s worth expecting the unexpected.
Depending on your circumstances, we can advise on life insurance, critical illness cover, and income protection, as well as buildings and contents insurance.
The Acquire Wealth way
Gary and Kate are both highly qualified, possessing accreditations such as Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society. Furthermore, both are listed in VouchedFor’s ‘Top Rated Advisers’ list.
At Acquire Wealth we are professional yet friendly, personable and genuinely interested in you. We believe it’s our duty to make you feel as comfortable as possible, both at meetings and in our ongoing relationship as your trusted adviser.
If you feel you might benefit from a chat, don’t hesitate to get in touch. Equally, if you have colleagues, friends or family that may find financial advice valuable, please point them our way – info@acquirewealth.uk or 01207 423178.
