Being able to help our clients is of paramount importance to us and so, Renaissance Financial was launched in 2021 with the primary aim of complimenting the services Renaissance Legal provides.
Renaissance Financial, our dedicated financial services company, provides tailored financial advice for families, individuals, Trustees, Deputies and Attorneys.
A separate, FCA-regulated company, the expert team at Renaissance Financial provide investment and wealth management services, including retirement and Inheritance Tax Planning.
The team also specialise in the effective financial management of Trusts, particularly helping families protect the short and long-term needs of their disabled or vulnerable relative.
There is a commercial arrangement between the shareholder of this firm and Renaissance Financial, however there is no obligation on our clients to use the services of Renaissance Financial.
How Renaissance Financial can help
The expert team at Renaissance Financial recognise the challenges of families and work holistically with other experts, including the team at Renaissance Legal, to provide financial advice in a transparent way.
We understand the unique circumstances that many of our clients have, and our aim is to provide families and individuals with a simplified, joined up approach encompassing specialist legal, welfare benefits and financial advice.
The team at Renaissance Financial can advise you and your family in the following areas:
- Financial management of Trusts
- Retirement planning
- Inheritance Tax (IHT) planning
- Bespoke investment and estate-planning strategies
For more information about Renaissance Financial or to arrange a consultation with one of our experts about your individual circumstances, please contact 01273 023770 or email firstname.lastname@example.org