Welcome to Peninsula Wealth
Developing and protecting your wealth.
We believe it is important to make informed financial decisions. Clients who understand financial risk, pay the right amount of tax, have adequate income and access to cash, tend to have less financial concerns. Put quite simply, they have effective financial planning.
We offer a two bespoke services; an Overview Service for those who manage or wish to manage their own finances and an in depth comprehensive review for those clients who lack the time and resources to manage their own financial planning, our Lifetime Financial Planning Service.
We will be happy arrange an initial meeting at our expense.
For urgent assistance we uniquely offer a 3-day financial makeover, designed to combine a relaxing Cornish break together with a review of your financial planning.