Officium Private Wealth

Officium Private Wealth is an independent financial advice & wealth management business based in the South West, independent in terms of both proposition and ownership. Please get in touch for an initial consultation, we bear the cost of the initial meeting and there is no obligation to commit to our services. The services Officium Private Wealth offers are as follows, - Cash Flow Modelling (Financial Life Planning)- Discretionary Fund Management- Savings & Investments (onshore /offshore)- Environmental & Social Governance (ESG) Investing- Specialist investing (EIS, SEIS, VCT, AIM, P2P & Structured Products)- Investment Review Service- Retirement Planning (accumulation /decumulation)- Pension Review Service (all pension types)- Inheritance Tax Planning- Intergenerational Financial Planning- Trustee Investment Advice- Corporate Financial Planning- Financial Planning for Company Directors- Wealth Protection & LendingThe business was formed in 2021 by Damien Hopkins, David Parry and Tori Passmore; we may be a new name in the industry but are certainly not starting from scratch. The directors of the business have over 50 years' experience of advising High Net Worth & Ultra High Net Worth clients throughout the UK. We all share the same high standards and aim to provide an exemplary service to all clients of Officium, regardless of their wealth.
Social Link - Linkedin: http://www. linkedin.com/company /officium-private-wealth
Employee Count: 3
Keywords: financial services