Investments

We’re here to help you make the most of your investments.

Here at Renfree Wealth Management Limited we can help with a diverse range of investments.

Each investment stage is important to growing your future wealth and we work with you to understand your goals and aspirations to help with plans to grow and protect your wealth and to help you fulfil your everyday financial needs.

We will help you make sure you use the most tax efficient investments, where relevant, and that assets are placed in the right names to avoid unnecessary tax bills.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.

The future value of investments can fall as well as rise and is not guaranteed.

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Call or email us to discuss your needs, arrange a personal visit, or a meeting at our office.

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Renfree Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.

Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476

Renfree Wealth Management Limited registered office: Copper Coins, 16 Headleigh Road, Newquay Cornwall TR7 2HJ Registered in England and Wales No. 779848

The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages.