Services We Offer

As our client you can expect a range of services focused on your long term financial security.

Our Services

We at Artha Wealth Management Ltd offer a range of independent financial services. Our approach is simple, you tell us your goals and we can work towards getting these in place for you. Our experience covers all aspects of personal and commercial financial planning, including savings and investments, estate planning, pensions, protection, and mortgage referrals.

Investments

We help with a diverse range of investments that are aligned to your objective, risk appetite and tax environment.

Pensions

Get the right pension planning for your retirement.

Protection

Discuss a range of personal and business protection plans.

Estate Planning

We can help with a diverse range of solutions to help you reduce the potential Inheritance Tax liability.

Mortgage Referrals

We can help you find a whole of market mortgage adviser.