Welcome to Paige Wealth Management

Paige Wealth Management LLP is a firm of forward thinking Financial Planners, passionate about creating, preserving and increasing our clients' wealth.

Because financial planning is a very personal matter; our established team will tailor a bespoke plan to suit your specific circumstances and needs. Whether you require our guidance with an investment or pension, using our years of experience and a fusion of advice and technology, our carefully designed financial planning process will help you every step of the way.

At Paige Wealth Management, we use proven financial planning techniques to help our clients achieve their financial goals and objectives.

Paige have access to a broad range of innovative products and services, as opposed to dealing with a tied agent or company representative who may only offer products from the company they represent, this means we can source the most appropriate products for you. Thus ensuring choice, value for money and control.

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Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982

Our Service

At Paige Wealth Management we specialise in providing ongoing advice to our clients on a wide range of financial planning matters, with particular emphasis on retirement, investment and inheritance tax planning. Our comprehensive range of propositions and service choice, provide our clients with financial planning that is transparent and client centered. Paige can provide you with the choice of direct investment with a particular provider or the benefits of one of our preferred platforms.

We can offer via one of our preferred Platforms Diversified Investment Strategies (mapped to Morningstar risk profiles) as follows:-

  • 5 SEI Manager of Manager Portfolios
  • 5 7IM Actively-Managed Passive Portfolios
  • 5 Close Brothers Multi-Asset Direct Investment Portfolios
  • 4 Allianz Global Investors RiskMaster Portfolios
  • 3 Schroders Multi-Manager Portfolios
  • 2 Goldman Sachs Dynamic and Protector Funds (Exclusive to our preferred platform True Potential Investments)
  • 6 Threadneedle Income and Accumulation Funds
  • 1 Goldman Sachs Asset Management Global Income Portfolio (Exclusive to True Potential Investments)

Extensive choice of investments for Morningstar asset class portfolios and adviser selection

  • 7,000+ Mutual Funds
  • 315 Investment Trusts and REITS
  • 1,100 ETFs
  • 5,500 Direct Equities

Accounts and tax wrappers

  • New ISA
  • Junior ISA
  • General Investment Account
  • SIPP (including E-SIPP and Group)
  • Personal Pension
  • Offshore Bond
  • Onshore Bond

Unique Client Communication

  • Valuations, contract notes and investment commentary delivered securely to clients personal websites
  • Access available through internet, smart phones and iPad

You can contact Paige Wealth Management and one of our qualified consultants will contact you...

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Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982

Investments

The consultants at Paige Wealth Management are qualified to assist you in constructing or restructuring your investment portfolio to meet your requirements.

We are able to recommend a variety of lump sum investments in order to meet your individual requirements, these include:

  • Individual Savings Accounts (ISA). 
  • Unit Trusts & Open Ended Investment Companies (OEIC'S). 
  • Investment Trusts. 
  • Investment Bonds. 
  • Offshore Investments. 
  • Discretionary Fund Management Services.

By working with fund managers on your behalf, your Paige Wealth Management consultant is ideally placed to monitor performance and will be able to review your investment results with you on an ongoing basis depending on your own requirements.

You can contact Paige Wealth Management and one of our qualified consultants will contact you...

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Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982

Retirement Options

Having worked and saved hard all of your life, you now need to ensure that your money is working hard for you and at the point of retirement, you have to make some very important decisions as to how you will take your income. This is your opportunity to select the most appropriate method of income, so it is important that you consider all of the facts. You, usually only get one chance to take your retirement options, so it's important that you make the right decisions.

Whether it is a guaranteed income that you require or flexibility to provide maximum tax efficiency, at Paige we can advise on the most suitable strategy for you. With many years experience of working with clients of all ages, we have developed a Wealth Management style designed to meet client needs at the various stages of their life. Our Wealth Management processes can easily be tailored to suit your specific requirements.

Pension consolidation

Most people, during their career, accumulate a number of different pension plans. Yet maintaining separate plans can be laborious and complicated – and may also lead to lost investment opportunities, exposure to undue risk and higher costs.

Paige Wealth Management can help you avoid these problems by working with you to consolidate your retirement funds into one efficient plan. The potential benefit is:

  • Less time-consuming pension managemen
  • Ensures asset mix is consistent with your attitude to risk
  • Clarity as to whether contributions or overall funds meet your income needs
  • Removes, inconsistent, inflexible or inappropriate plans
  • More effective way to control cost

You can contact Paige Wealth Management and one of our qualified consultants will contact you...

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Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982

Client Access

Welcome to Paige Wealth Management client access website.

Once logged in you will be able to obtain real time valuations of your personal Investments, Pensions, Unit Trusts and ISAs on one consolidated statement. Your personal website also gives you secure internal e-mail, a place to store important personal documents, up to date unit prices and fund performance charts along with a breakdown of how your assets are invested.

We hope you find the site useful. However, should you require any assistance logging in to your personal site then please feel free to contact your dedicated Consultant.

You can contact Paige Wealth Management and one of our qualified consultants will contact you...

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Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982

Direct ISA Offer

Welcome to your ISA portal provided by Paige Wealth Management LLP and Powered by True Potential, 

We know you don’t always have the time to sit down with an adviser and plan how to use your annual ISA allowance, so for clients with a little more experience who wish to utilise their annual Stocks and Shares allowance without our help, Paige Wealth Management LLP brings you this bespoke portal to help you make the most of your annual Individual Savings Account (ISA). 

You can use your 2015/16 Stocks and Shares ISA allowance by investing up to £15,240 into one of our innovatively designed investment strategies. You have the choice to invest a lump sum, pay regular monthly payments or if you wish both. In addition, Paige is able to offer you this service with just a 1% initial charge and an ongoing adviser charge of 0.5% of funds invested.

This website ISA promotion does not represent personalised advice based on your circumstances. We will provide you with information and a questionnaire to help you determine your own appetite for investment risk. We will then propose an investment strategy based on your answers so that you can make your own investment decision. This type of service is known as a "direct offer" and no financial advice is provided. If you have any doubts as to whether this investment meets your needs you should not proceed on a "direct offer" basis and instead request independent financial advice from Paige Wealth Management LLP.

Click the ‘Invest for my ISA’ button to begin investing now or click any of the other links within the portal for more information about this unique opportunity.

You can contact Paige Wealth Management and one of our qualified consultants will contact you...

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Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982

Contact Paige Wealth Management

You can send Paige Wealth Management an email and one of our qualified consultants will contact you...

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Contact By Mail Or Phone

Paige Wealth Management LLP
7 Pepper Street
Nantwich
CW5 5AB

Telephone: 01270 625254

Fax: 01270 629982