Financial Planning Services | Off-Piste Wealth

Off-Piste Wealth offers a full range of regulated, independent financial planning services for UK professionals, sports professionals, and business owners. Because we are independent, we can access the whole of the market and always act in your best interest.

Our core services cover every stage of your financial journey — from building wealth early in your career through to retirement income, estate planning, and protection.

• Investment Management — evidence-based portfolio construction and ongoing oversight
• Retirement Planning — pension consolidation, drawdown strategy, and income modelling
• Estate Planning — inheritance tax mitigation and wealth transfer strategies
• Tax Optimisation — ISAs, VCTs, EIS, capital gains planning, and salary structuring
• Education Planning — school and university fee funding strategies
• Business Succession — exit planning, shareholder protection, and key person cover
• Wills & Estate Documentation — coordinating legal documents alongside your financial plan
• Health Insurance & Protection — income protection, critical illness, and private medical cover
• ISA Investment Advice — stocks and shares ISA selection and portfolio management
• VCT Investing — venture capital trust advice for eligible investors

We also offer specialist services for sports professionals and athletes and commercial finance for property investors and business owners.

Book a free consultation to discuss which services are right for you.