We understand that wealth and financial security mean different things to different people and many people who are wealthy relative to the average do not consider themselves particularly wealthy or even financially secure.
This is in part because accumulated wealth provides our clients with new challenges and responsibilities such as understanding and managing financial complexity; minimising the impact of tax, litigation and inflation; using their wealth well for their own and others’ benefit; and transferring it to future generations.
We work closely with our clients to understand what financial security means to them and to help them achieve it. We provide clarity and insight into all aspects of our clients’ financial arrangements alongside strategies for preserving and making best use of their wealth in their own lifetime and beyond.
T: 01460 210 014
3a Market Square, Crewkerne TA18 7LE
Mayfield Investment Management Ltd (Registered in England No 08224408)is Authorised and Regulated by the Financial Conduct Authority No. 602199