Personal financial planning


Learn more about how we can help you manage your financial future and protect your wealth and family.

Mother and Daughter review finances on a computer - Via Wealth

Care Fees Planning

It is no secret that Care fees can be expensive, we have the experience to guide you through the different ways to fund it. Whether it be for your loved ones now, or planning for you in the future, by establishing all the facts and exploring all options, we can help.

Find out more
Couple plan their equity release - Via Wealth

Equity Release

Equity Release can be an effective way to release capital from the value in your home. However, we feel that it should be addressed with caution and a level of expertise. We are qualified to establish if this is the best option for you and if it is, we will find the plan which best meets your needs.

Find out more

Estate Planning

We can help you to make plans to ensure your estate is distributed how you would like it in the future. This can include investigating Inheritance Tax mitigation and general Legacy planning and Trusts.

Find out more
Mature couple consider their family while out walking - Via Wealth

Protecting You and Your Family

This is about more than buying an insurance policy, it’s about securing family’s financial future.

Find out more
Retirement couple enjoy time together in a hammock - Via Wealth

Retirement Planning

Together we will develop a strategy to help you achieve your desired lifestyle in retirement. This starts with building your fund ahead of your retirement and when you reach your retirement age, we will help to choose the best income options for you.

Find out more

Savings and Investments

We will establish your savings goals, we can then build a plan to help you reach them and enjoy your life to the fullest.

Find out more
A middle-aged couple enjoying a holiday moment together - Via Wealth

Tax Efficiency

We always ensure that we take full advantage of the different tax wrappers and tax allowances to give you the most tax efficient strategy possible.

Find out more
Personal financial planning



Your personal financial planning advisors

Neil Maguire Portrait Image - Via Wealth
Neil Maguire

Neil is responsible for the governance and development of Via Wealth, in addition to advising and working with clients

Phillip Macallan Portrait Image - Via Wealth
Philip Macallan
Financial Advisor

Philip has experience in all aspects of financial planning, however specialises in investment planning

Simon Day Portrait Image - Via Wealth
Simon Day
Financial Adviser

Simon has a real passion for investment and pension advice, helping new and existing client’s achieve their short and long term financial goals.

Marie Hicks
Marie Hicks
Office Manager

Looks after client data, processes new business and organises all office administration


Get in touch

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.