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Innovation is in our DNA,
Pharmawealth is the future of investing

Innovation is in our DNA, Pharmawealth is the future of investing

Latest Book Launch
What Your Peers Say
Visit Walfrid Private

Why Pharmawealth?

Pharmawealth makes it easy for clients to access world class long term investment management, without hidden fees or large commissions. We construct, develop and manage your personalised Globally diversified Investment Portfolios across all asset classes.

Our Beliefs

Design it and leave us to manage it.

Once your comfort threshold for risk is found and your portfolio is chosen, we’ll do the work so that you can focus on work and family.

Efficient Fee Structures

Investing should be cost efficient. We provide investment management in a straight line cost structure, leaving more in the fund to invest.

Tax Management

We manage investments with tax in mind. Minimising your tax is key to maximising wealth. When possible we use gross roll up & reduced exit tax rates.

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Become A Client

You work hard for your money, now take the step and let Pharmawealth manage it for you.

We are a sophisticated Wealth Management firm that offers Investment and Pension advice on a FEE FOR SERVICE basis.

We do not take commissions on Pension or Investment Business.

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What We Do

Retention

  • Legacy control
  • Wills
  • Power of Attorney
  • Power of Guardianship
  • Capital Acquisitions – Inheritance Tax shelters
  • Business succession planning

Extraction

Availability of different reliefs that will enable you to pay less tax and increase tax free cash benefits.

Accumulation

  • Increasing performance
  • Reducing costs
  • Reducing tax
  • Model portfolios
  • Centralised investment process

Protection

  • Foundation
  • Protection
  • Risk Mitigation
  • Reducing Tax
  • Reducing Charges

Estate Planning

How to preserve your assets

Retirement Planning

How to target distribution of assets in a tax efficient way

Business Planning

How to grow and manage your business

Taxation

How to minimize your tax burden

Risk Management

How to protect your assets

“Pharmawealth helped mitigate the potential tax loss for our estate, they were professional and helped guide us through every step of the way.”

Mr & Mrs Dunne
Pharmacy Owners & Property Investors

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