Call us on 01622 690691

Wealth Management

Brachers Wealth Management provides comprehensive financial advice to private and corporate clients. We advise on all aspects of financial planning including personal wealth management, retirement, pensions and long term care.

Combining financial and legal specialists enables us to give you a comprehensive service that help you manage your finances and plan for the future working with trusted and qualified advisers.

Our team of qualified independent financial advisers and solicitors start by establishing a thorough understanding of your present circumstances and future aspirations and then build long term plans to help you achieve your goals. We offer an initial free meeting so you can discuss your requirements with us.

We also advise companies on corporate pensions schemes and employee benefits such as life assurance, medical insurance, salary continuation cover, key person/shareholder insurance and critical illness cover.

Other areas of expertise include advice on mortgages, investments and non-investment protection plans such as term assurance, income protection and critical illness cover.

BWM Ltd it an appointed representative of Kreston Reeves Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority in England and Wales. Company number OC389234

News & Events
10/07/17

Brachers support Breast Cancer Care

Brachers wills and estate planning team recently teamed up with leading health charity, Breast Cancer Care at their monthly support service. Read more

16/06/17

Brachers appoints partner to Contentious Trusts & Estates team

Deborah Cain joins the firm’s growing private client practice. Read more

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Meet the Team

Terry Burgum | Financial Adviser

T: 01622 690691 | Email Terry

Christopher Eriksson-Lee | Partner

T: 01622 776465 | Email Christopher

Simon Palmer | Consultant

T: 01622 776415 | Email Simon

 

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Recent Experience, Expertise & Articles
22/12/17

Gifting tax efficiently this Christmas

Christmas is a time for giving and many will give money or other assets away at this time of year but will your gifting be Inheritance Tax (IHT) efficient this Christmas? Read more

17/11/17

ISAs - favourable treatment in estate administration

From April 2018, ISAs will continue to retain their tax-exempt status during the period of estate administration - maintaining the status until the estate has been finalised therefore inevitably reducing the tax payable during the administration period. Read more

17/11/17

Law Society backs alternative Wills

Last week, the Law Society backed alternative Wills being considered by the Law Commission saying that the court should recognise people’s final wishes, even when the current legal requirements for making a Will are not met. Read more

07/11/17

Trump’s ambition to scrap Inheritance Tax in America

Donald Trump’s ambition is to scrap Inheritance Tax (IHT) in America altogether. Read more

07/11/17

Time for a change?: Updating the law of wills

We discuss the Law Commission’s consultation on updating and reforming the law of wills. Read more

18/09/17

Services for individuals and families

Our specialists will work with you to achieve the best outcome for you and your family. Whether it’s advice on planning for your future and protecting your legacy, buying a property or preserving your assets following a relationship breakdown – we’re here to help. Read more

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Key Contact

Terry Burgum

Financial Adviser

T: 01622 690691

Email Terry

Awards
Related services

Tax Planning

Trusts

Wills

Probate & Estate Administration