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We’ve created a wealth management service that can be shaped to suit your individual needs. Our advisers will work with you to create an appropriate long-term strategy which seeks to preserve and grow your wealth.

Pensions and Retirement

Ambrose Clayton Wealth Management helps create robust, efficient and innovative pension and retirement plans.

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Investments

Deciding that you would like to invest is the easy part; knowing how to quantify risk and choose investment strategies is harder.

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Tax Planning

At Ambrose Clayton, our team will structure your assets to reduce, defer or mitigate your tax burden to maximise your returns.

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Estate Planning and Inheritance

We specialise in helping clients tackle issues and make the most of opportunities to protect and grow their wealth.

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Insurance and Protection

We offer comprehensive insurance and protection services that are there for you when you need them most.

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SME and Corporate Financial Planning

Corporate financial planning for limited companies, partnerships and sole traders is just as important as it is for individuals.

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