Our Services

Tailored financial solutions designed to protect, grow, and secure your wealth. Our expert services provide strategic guidance for businesses and individuals, ensuring long-term financial stability and peace of mind.
Investment planning

Investment Planning

Building a strong financial future requires tailored investment strategies that balance growth and risk.
Retirement and pension planning

Retirement Planning

A well-planned retirement strategy secures financial independence and peace of mind in later life.
Estate Planning

Estate Planning, Trusts and Inheritance Tax Strategies

Effective estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are financially secure.
Long term financial care

Long Term Financial Care

Planning ahead ensures financial stability, providing security and peace of mind for the years to come.
Business protection

Personal and Business Protection & Insurance

Safeguarding your business against unforeseen challenges ensures continuity and financial stability for the future.
Corporate Pension Schemes

Workplace Pensions

A well-structured pension scheme helps secure long-term employee financial security.
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Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.

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.

Axis Wealth Management Ltd is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority. FCA number 460421