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.
What Others Have Said
“I have known David and Kate for many years, they have been with me through several difficult times. There is absolute trust because I know they will always suggest what is in my best interest.”
“Understanding finances has never been easy especially if like me you have busy life. Thankfully I met David and Kate and I no longer need to worry. They have looked at every aspect of my finances and more. What is better they have explained in clear English and made some sensible suggestions. The real joy is they are there when I need them and I see them for an update at least once each year. Mrs KL London. “