Studio 61 Wealth Management Ltd provides wealth management and financial advice service in Lytham and on the rest of the Fylde coast.
Our service provides clients with the benefits in the list below.
- Saves time when managing investments.
- Reduces administration effort managing investments and other financial arrangements.
- Provides security.
- Reduces the costs of managing investments.
The aim of the service is to make clients feel
- Safe
- Comfortable
- Confident
We also want to help you take action if you are stuck with a pile of paperwork and don’t know what to do with it.
If you want a free consultation about anything relating to wealth management or financial advice please use the Contact us page or e-mail office@studio61wealthmanagement.co.uk
We look to find value for our clients. We aim to find that value before ever considering charging a fee. This means the service will remain free until we can agree some value you can get from it. We make our money by charging fees or occasionally through commission. You will always be informed of any commission payments and you will nearly always offered a fee alternative. There are occasions when commission is the only route for payment and we will explain this to you.
We want to provide clients with bespoke solutions to financial problems. Our Investment advice and wealth management lytham, is particular to your circumstances. We reduce the cost of managing investments by limiting the use of expensive fund managers. You can expect a significant portion of your investments to be in directly held securities. Holding securities directly reduces costs and can increase income. Holding securities directly also enables you to protect your bond holdings against rising interest rates.
We can help you make the most of your personal, trust, pension and business tax allowances. We can help you plan for any possible inheritance tax liability.
We can also provide advice on and arrange Private Medical Insurance.
For information on our services please visit our Services page.
For information about our approach to investing visit our Investing with us page
Studio 61 Wealth Management Ltd of 18 Cambridge Road, Lytham St Annes, Lancashire, FY8 5PJ is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 630999.
Our permitted business is financial planning, investment, private medical insurance and life insurance advice. We are authorised to provide advice to individuals, trusts and corporate customers.
You can check our permissions on the Financial Conduct Authority Register at the FCA’s website FCA Register or by contacting the FCA on 0800 111 6768.