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01530 561773



Private Clients

Private Client Services

The foundation of the services that Mansion Park Limited provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Mansion Park Limited has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

• Investment strategies
• Pension planning (including flexible drawdown)
• Tax planning strategies
• Life and health insurance
• School fees planning

Estate Planning

Mansion Park Limited understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.


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Head Office
Tournament House, 4 Tournament Way,
Ashby de la Zouch, Leicestershire
LE65 2UU

Tel:01530 561773
Fax: 01530 553773
Email:
Web: www.mansion-park.co.uk

The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Mansion Park Limited is Authorised and Regulated by The Financial Conduct Authority. Registered office: Tournament House, 4 Tournament Way, Ashby de la Zouch, Leicestershire LE65 2UU. Registered in England No:3328810. Website design by Goldmine Media.