Personal Financial Planning

Planning for generations

Nurturing Your Assets

Inheritance Tax Planning
Life Assurance
Private Pensions
Trusts and Settlements
Education Fees Provision
Long Term Care
Income Protection
Enterprise Investment Schemes
Venture Capital Trusts
International Services
Savings and Investments

"I can’t thank you enough for looking after our family’s interests over the years. The long-term care policy now goes a long way towards paying for the nursing care fees."
Client since 1982

Nurturing your assets and safeguarding your lifestyle is Charlwood Leigh’s primary function. Helping you to protect your family against the financial effects of a death, long-term illness or critical illness, and ensuring that there is money available to maintain your standard of living in any eventuality, is our goal.

Whether you wish to save for your family’s future or your retirement, we have a wealth of experience in planning for school fees, weddings or simply for a rainy day.

Our mortgage service is very well established and we have impartial access to the entire mortgage market to assist you with your house move or refinancing requirements. We offer a comprehensive variety of life assurance schemes to cover your family and mortgage needs.