Singer Wealth Management

Who we are.

Welcome to Singer Wealth Management; I am Cassie Singer and I believe that your Financial advice should be clear, accessible and tailored to your unique needs.

Based in Keynsham near Bath and Bristol, I am dedicated to transforming the way individuals, businesses and families perceive and manage their wealth.

I pride myself on making financial concepts relatable, ensuring that you feel confident and empowered in your financial journey.

Utilising 20 years of experience, I provide comprehensive financial advice that adapts as your life evolves. At Singer Wealth Management, I am not just here to manage your wealth; I am here to help you understand it, grow it, and feel secure in your financial decisions.

Join me as I redefine the landscape of Financial advice.

Deep Industry experience

Demystifying Financial advice

Deep Industry experience

Expertise over 20 years. Offering clear guidance and strategic insights. I aim to facilitate informed decision making, helping you build a stable foundation for generations to come.

Commitment and Support

Demystifying Financial advice

Deep Industry experience

With a Commitment to education and community, my focus is on listening to your goals, helping you create a roadmap tailored to your future. Whether you're saving for your retirement, investing, or planning for major life events. I am here to support you.

Learn more

Demystifying Financial advice

Financial planning can often feel overwhelming. My mission is to simplify the process, guiding you through each step with transparent communication and personalised strategies.

Our Services

Retirement Planning *

SIPPS
Personal pensions
Pension Transfer advice
Annuities

Investment Planning*

Stocks & Shares ISA's
OEIC/Unit trusts
Discretionary portfolios
Investment bonds
VCT/EIS

Estate planning

Trusts *
Will planning * by referral only
Whole of life cover.

Will writing and Trusts are not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business

Protection

Private medical insurance (PMI)
Life and critical illness cover
Mortgage protection
Income protection
Whole of life cover

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* Important

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

*VENTURE CAPITAL TRUSTS (VCT) & ENTERPRISE INVESTMENT SCHEMES (EIS) INVEST IN ASSETS THAT ARE HIGH RISK AND CAN BE DIFFICULT TO SELL SUCH AS SHARES IN UNLISTED COMPANIES. THE VALUE OF THE INVESTMENT AND THE INCOME FROM IT CAN FALL AS WELL AS RISE AND INVESTORS MAY NOT GET BACK WHAT THEY ORIGINALLY INVESTED, EVEN TAKING INTO ACCOUNT THE TAX BENEFITS.