Established in 2014, Revolution Wealth Management is a financial advice firm, helping business owners through every stage of their financial journey, from start-up, growth, maturity to exit.
James Wood (pictured right), the founding principle has more than 20 years’ experience in Financial Services and explained why he believes the company is well-placed to support fellow Innovation Martlesham members. “Our strapline is ‘Financial Planning which revolves around you’. We appreciate each client is on their own financial journey – our job is to understand your goals and maximise the return for your efforts to help create financial freedom in later life and ultimately protect and preserve the legacy you have built to benefit future generations.
Our six stage process focusses on understanding your short term and long term business goals, building a plan to help get you there, ensuring it is tax efficient and assessing it regularly using cashflow planning to ensure you achieve your aims.
With an office in Suffolk, and satellite in London, we are able to provide face-to-advice to clients from London and surrounding counties through to East Anglia and the Midlands. In addition, our new online portal now enables us to support clients securely across the whole of the UK.
We provide a holistic service with access to best of breed providers across investments, pensions, protection, mortgages and inheritance tax planning solutions. We also hold the relevant qualifications to assess Final Salary pension schemes suitability.
Please visit our website or contact me on 07774 321124
Meet The Team