Overview
Category
Financial Services
We are a firm of Independent Financial Advisor’s, that are in a privileged position as we have experience in advising both businesses and private individuals. As a firm, we do not charge any up front consultation fees; only when you are happy with our advice and all costs have been confirmed, is there any liability on your behalf. This means if during the advice process your circumstances change, then there is no obligation on your behalf. As a company that offers advice to companies, we can help with setting up and administering your new workplace pension. We are able to advise on shareholder and key person protection, as well as employee benefits like Private Medical Insurance. We understand that Directors may have different pension needs, and understand the benefits that more specialised pensions like SIPPs and SSASs can have to both the business and the individual For personal financial planning, we can help with all areas of advice, including whole of market mortgages and protection for death and coping with ill health. We can research and advise on all investments, but are not tied to particular providers, which means we can offer a tailored solution to your needs. With recent changes to the way people can take their pensions, we can help you understand the new rules, allowing you to make informed decisions, whether that is planning for future, or how best to enter retirement today. Is Inheritance Tax concerning you? If so, talk to us about ways to help reduce those potential liabilities.
