Pace Ward Financial Solutions
Providing intelligent wealth solutions
We provide financial planning and wealth management solutions to help you achieve your life goals.
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How we can help you grow, plan and protect your financial future
Pace Ward Financial Solutions is a
full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services.
Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on Trustpilot.
Helping you to plan for your future with tailored investments
Investing
Investment planning
Whether you’re starting out on your investment journey, adapting to changing circumstances or thinking about utilising the wealth you’ve accumulated, Pace Ward Financial Solutions can help.
Establish your investment goals.
Identify the right level of risk for you.
Create your tailored investment plan.
Review your plans as your circumstances change.
Investment management
When it comes to planning for you and your family’s financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve.
Unit Trusts and OEICs
ISAs
Investment bonds
Financial planning advice to help you achieve your life goals
Financial Planning
Retirement Planning
Planning now gives you the power of choice later.
Retiring is different to all of us and we're here to help you develop your own future.
Work out what your retirement could look like and calculate how much you’ll need to fund your goals.
Build a flexible plan around your specific needs that maximises your retirement income and minimises fees to allow you to transition into retirement.
Consolidate disparate pension pots to increase control and improve the overall performance.
Regularly review your retirement plan to make sure it still works for your personal circumstances and that it remains tax efficient, even after you retire.
Estate Planning
Estate and inheritance planning that gives you financial control.
Understand and manage your tax obligations.
Create a long-term care plan to provide for your future needs.
Safeguard the financial stability of your loved ones.
Put a comprehensive will in place that reflects your wishes.
Mortgage advice
Whether you are a first-time buyer, moving home or simply wishing to take advantage of a more competitive rate, finding the right mortgage solution is paramount.
Develop and expand your buy-to-let portfolio.
Secure your new home, whether you’re a first-time buyer, looking to move or invest in a second property.
Understand the new build property market.
Understand equity release and how it might work for you in later life.
Financial Protection
Financial protection planning can bring peace of mind in the event of the unexpected happening, meaning you and your family can remain financially stable and maintain your current standard of living.
Repay a mortgage (or other debts) in the event of death or critical illness.
Protect your family financially in the event of death (or the death of a partner).
Maintain your current standard of living if you were unable to work for a prolonged period of time.
Secure your business against the risk of losing a key member of staff.
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Details about our service
About the service
At Pace Ward Financial Solutions our business is to help make it easier and simpler for our clients to manage their wealth. This we achieve through the provision of personal, face-to-face independent financial advice. There are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions.
Our experiences
The solutions that work for one, simply would not work for another. Basing our service on this principle as experienced advisers, we have built quite exceptionally strong, trusted and lasting relationships with our clients.
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