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INSURANCE
Our Service
Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.
Our Aim
To refer to our professional partners who are able to provide starategic financial advice.
Ours is a personalized service that adopts a holistic approach by focusing on all aspects of your finances. We seek to establish long term client relationships and to provide a straight forward plain English financial planning service.
We are focused toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.
These are the areas of your financial planning that I will be able to help you with:
Pensions - Planning your retirement and the level of income required.
New or existing pension plan.
Retirement options such as annuities
Stakeholder pensions
Executive pension plans
Self invested personal pensions
Small self administered schemes
Investments - Making best use of your capital & surplus income.
Expert investment advice
Investment bonds
Unit trusts, individual savings accounts (ISA) and OEICs
PEP transfers
Inheritance & capital gains tax*
Protection - Ensuring you have appropriate cover for you and your family.
Life assurance
Critical illness protection
Income protection insurance
Disclaimer
* The Financial Services Authority do not regulate advice on taxation.
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