Wealth Optimisation

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Wealth Optimisation

You’ve made some money, maybe even a considerable amount of money, but the question is, what do you do now? Now you need to make sure that money is working for you. The world of wealth optimisation can be a minefield, but here at Maple Accountancy, we can guide you on the right choices to make the most out of your hard-earned cash.

Financial Advisors often only look at you as an individual and what cold hard cash you have. We know you and your business, so we have the unique ability to see into your future potential. Financial services are now strictly regulated and providing independent financial advice requires specialist knowledge. Here at Maple, we have close contact with many such people to ensure you receive the advice you need.

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Our wealth optimisation services

Investing for income

At Maple Accountancy, we can provide expert independent financial advice to businesses and individuals to help optimise their wealth. We can help you create a tailored investment strategy that works for you to maximise your income, so you have a reliable, steady income from your investments.

Investing for growth

Maple can help you create a tailored growth investment portfolio to help you meet your financial goals. Investing your wealth for growth aims to build your wealth over the long term, which could help support you and provide funds for future expenses such as a new property, your child’s education, or retirement.

Investment Bonds

Investment bonds are one-off investments that allow you to invest your income for potential medium to long-term growth. Maple can help you find the best investment bond to suit your requirements and maximise your wealth.

Offshore Investments

We can offer advice and help with offshore investments to reduce the amount of tax payable on your investment.

Planning your retirement

At Maple, our expert financial advisors can help you optimise your wealth and plan for your retirement, so you can enjoy your golden years safe in the knowledge that your finances are in order and you have funds available to do as you wish.

ISA’s/Junior ISA’s Discretionary Fund Management Unit Trusts

ISA’s are one of the most popular ways to save and invest, they are flexible, easy to understand, and you don’t have to pay tax on your investments. There is a range of different types of ISA’s, including junior ISA’s which can be opened in your child’s name to invest for their future. Here at Maple Accountancy, we can advise you on the best option for you to maximise your wealth.

Why choose us?

At Maple Accountancy, we support individuals, families and business owners throughout each stage of their personal and professional lives. We get to know you, your needs and your future aspirations, so we can help you maximise your wealth in order to achieve your goals. Wealth gives you more options and better opportunities, allowing you and your family to do more, achieve more and live better. Maple offers a range of wealth optimisation services to help our clients preserve and maximise their wealth.

We understand each person is different, so we tailor our services to suit your specific needs. Our team of expert accountants and financial advisors are on hand to offer independent financial advice to help you choose the best investment strategy for your particular goals. We want to ensure your money works as hard as possible for you, but in a way you are comfortable with. Contact us today to arrange a free no-obligation consultation, so our friendly team can get to know you and your needs, answer any of your questions and you can see if we are the right fit for you.

Get in touch

Each service has an assigned team member. Their contact details are provided below:

Claire Henly

Phone: 01332 207336
Email: claire.h@mapleaccountancy.co.uk

Address: 83 Friar Gate, Derby, DE1 1FL

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Maple Accountancy is a firm of expert Business Advisors offering accountancy services, tax and business advice to owner-managed and family-owned businesses.

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