Life Planning

Alan Seward Financial Advisors - personal planning - enriching lives


Winning the lottery!


It is a far-fetched dream but someone has to win and this time it’s you!  You are rich beyond your wildest dreams but with all that money comes a whole host of decisions and you would be wise to take advice before jumping in at the deep end.

  • Should you take your winnings as a lump sum or in yearly payments?
  • Which debts should you clear first?
  • Where would you like to live – would you like to emigrate?
  • What is the most tax efficient way of helping a charity?

We can help you make wise, tax-efficient decisions that help you enjoy your money and use it to the best possible effect.

Please use our free guides and tools for further information.  To speak to one of our independent financial advisors please contact us or call 01225 44 88 32.   

 

Click here to download our Wealth Management guide

 

People, not products
ALAN SEWARD FINANCIAL SERVICES
1a Queen Square, Bath BA1 2HA
Tel: 01225 448832
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Alan Seward Financial Services Ltd is an appointed representative of Owen & Associates, which is authorised and regulated by the
Financial Services Authority under reference number 146808.
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