Constellation Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Constellation's standards have been built around honesty, reliability and the provision of an excellent market leading service. Many of our clients have personally trusted us for decades and throughout this period we've developed many good friendships.

The Wealth Management Practice offers both personal and corporate advice to clients on a whole range of financial services including the following:

Personal

• Retirement and pension planning
• Investing for capital growth or income
• School fees planning
• Tax planning and mitigation*
• Protection against critical illness
• Income protection
• Inheritance and succession planning
• Family protection life assurance

Corporate

• Employee benefits implementation and management
• Flexible employee benefits menu systems
• Group and executive
• Pension schemes
• Group income protection
• Group death-in-service and dependants benefit schemes
• Partnership and directors share protection
• Key person business protection
• Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services