Griffin Wealth Management is an independent financial planning practice offering expert advice on savings and investments, retirement planning, Inheritance Tax Planning, trustee investments and long term care.
Griffin Wealth Management was created by Trystan Lewis BA (Hons) APFS Chartered Financial Planner. Building on the experience acquired whilst working for one of the largest independent firms of Chartered Accountants in Cheshire, Griffin Wealth Management was established to provide professional independent financial advice to both private and corporate clients.
Our aim is to simplify the complex issues our clients face, providing them with the confidence to make informed decisions about their financial futures. In essence we help clients build as much wealth as possible whilst still working, maximise wealth from investment performance and ensure that wealth is protected from any unforeseen circumstances, doing all of this as tax efficiently as possible.
We pride ourselves on building lifetime relationships with our clients and their families, often working closely with their solicitor or accountant providing a holistic and professional service.
Clients are often referred to us directly from professional connections because our specialities include:
Comprehensive financial planning;
Family and business protection;
Retirement planning strategies and taking benefits from pensions;
Inheritance Tax Mitigation;
Advising trustees on suitable investments when trusts are established and conducting regular reviews;
Long term care funding;
Advising on suitable investments for deputies and attorneys acting on behalf of clients who lack mental capacity.
- Would you like to know more?
- Find out about our services.
- Please call Trystan on 01244 311971 or use our contact form.