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Business Directory > General > PercyBaxter Wealth Management

PercyBaxter Wealth Management

At what age can I comfortably retire? What should I do with the money I've made from selling my company? Am I making the best financial decisions? These are some of the questions that I help answer.
9 Jun 2022
General
PBWM
PBWM

I know it is important to have someone you can trust, someone you feel comfortable discussing your finances with and that you can work with long-term. This is why I launched my own wealth management practice, so that I can help individuals, families and businesses to feel fully in control of their finances.

My focus is on connecting my client's current finances with the life they want to live. Working together closely ensures that the advice I provide is both suitable and actionable.

I provide guidance and expertise across portfolio management, investment, tax, trust and estate planning, protection, retirement planning and philanthropy.

You can contact me at natasha.percy-baxter@sjpp.co.uk or check out my website: www.percybaxter.co.uk.

I am offering a free initial consultation for all OCs, simply put OC in the subject line.

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