|
 |
| |
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 provide strategic financial advice. Ours is a personalised
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 focussed toward long term client relationships as we
believe that this is the most effective way for clients to
achieve their financial goals.
Why choose an Independent Adviser?
Being independent means that we are not tied to any one Company
(or Mortgage Lender) and therefore the advice we provide is
totally unbiased. Only after discussing your objectives will
we research the entire UK market place on your behalf.
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
|
| Property - Advising on mortgages
and repayment strategies |
- Guidance on the best mortgage deal for you
- Buy to let mortgages
- Equity release schemes
|
*The
Financial Services Authority do not regulate advice on taxation.
|
|
|
|
|
|