Wealth Managers

Lifestyle Planning

Lifestyle planning involves setting personal goals and targets for yourself.  We aim to bring these to life.

We have many similar lifestyle questions asked by our clients and are well placed to help answer them.  If you are a business owner there may be additional options available to you.  Every strategy is based around your unique requirements.

We offer the following.

Investment Planning

Retirement Planning

Defined Benefit Advice

Family & Business Planning (including Trusts)

Personal Protection / Income Protection

Tax Planning

Asset finance

Business funding

Business asset finance

 

Back to all Services

 

The value of investments and income from them may go down. You may not get back the original amount invested.
We offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document.
By transferring your occupational pension scheme benefits into a personal arrangement, you may be giving up rights to guaranteed benefits, known levels of pension income and increases that will be applied in the future.
The Financial Conduct Authority does not regulate will writing, tax and trust planning, commercial mortgages, most forms of buy to let mortgage, occupational pension schemes and legal services.

“The team at Alex De Silva have also helped me set-up a long term investment strategy as well putting together a lifestyle planning strategy allowing me to have peace of mind when it comes to my finances for the years to come.”

Get in touch

We may receive commissions that will vary depending on the lender, product, or other permissible factors. The nature of any commission model will be confirmed to you before you proceed.’ ‘We are a broker, not a lender’ “We source finance from the whole of market;

Think carefully before securing other debts against your home. Your home or property may be repossessed if you do not keep up repayments on your mortgage. Alex De Silva & Co Limited, 158 Buckingham Palace Road, London, SW1W 9TR is a company limited by shares.

Alex De Silva & Co Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk/register) under reference 712630. Alex De Silva & Co Ltd is registered in England and Wales under registration number: 09644496. Registered and trading office address: 158 Buckingham Place Road, London, SW1W 9TR.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Cookies | Privacy Policy | Disclaimer | Site by Treacle.

admin@alexdesilvaco.com

020 4546 7823