Life Protection

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Wealth Management

When you’ve worked hard to create a degree of wealth, enjoying the benefits it brings is no more than you deserve. But to achieve this can involve knowledge and insight you may not have and time and energy you’d probably rather devote to something else. Here at Michael Meese & Associates

Investments

With an ever increasing range of investment opportunities available, choosing those best meet your needs can be a complicated and daunting task. So here at Michael Meese & Associates, we see our role as making you aware of all the options you have, explaining the pros and cons of each in a simple, straightforward manner, and then developing the

Pensions & Retirement Planning

Whatever pension and retirement planning arrangements you have in place, you’ll obviously want them to provide a comfortabel standard of living throughout your retirement. We can provide the knowledge and expertise to make sense of the options available available and help ensure a fulfilling retirement becomes a reality.

Inheritance

If you want to be sure your lifetime’s wealth can be enjoyed by your family, friends and chosen beneficiaries, then inheritance tax planning is essential to that aim – we can provide the knowledge and expertise to help limit any future tax liability.

With the rise in property prices over the years, an ever increasing number of people are becoming liable to inheritance tax – and that could have a significant effect on the value of your estate and any legacies or bequests you make.

Employee Benefits

Whether it is Death in Service cover, Critical Illness protection, or Private Medical Insurance, Michael Meese & Associates can help you choose the type of scheme that will most benefit your employees and identify the most cost efficient providers of that cover

Work Place Pensions