Wealth Management

Protecting and managing your wealth is at the centre of what we do. We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.

Wealth Management is more than just investment and savings advice, it encompasses all parts of a person's financial life. Our professional service includes a combination of financial, investment advice, tax services, legal, estate planning and accounting advice. Our aim is to work with you to help you to preserve your wealth.

We shall work with you to understand your personal financial goals. This will incorporate an assessment of the level of investment risk you wish to take, the time frame for achieving your goals and any other needs and preferences.

We can offer a wealth of knowledge and expertise advising on Investments, Tax Planning, Retirement Planning, Protection, Mortgages,Trust & Estate Planning, and Business and Succession Planning.

Our initial initial process is all about finding out about you and understanding your objectives so that we can make recommendations that are right for you.

Managing Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Inheritance Tax Mitigation

It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Pensions and Retirement

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.

Regulatory Statement

Vanessa Deenmahamad T/A Deen Financial Services is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA number 460421 (842208).

Registered Office : 165 - 167 High Street, Rayleigh, Essex, SS6 7QA

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Site Disclaimers

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Contact us

Unit 33, Hoddesdon Enterprise Centre, Pindar Road, Hoddesdon EN11 0JF.

Telephone: 0208 882 7740
Email: info@deenfinancialservices.co.uk

Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk