We offer advice in the following areas:
- Pensions / At Retirement
- Investments & Savings
- Life Cover, Critical Illness and Income Protection
- Inheritance Tax Planning
Following an initial meeting and discussion, together we will assess whether our services will be beneficial. A Financial Health Check giving a snap shot of your current situation will be completed and we will clarify your Financial Objectives and any concerns you may have.
I will then put together a recommendation and future strategy with the aim of Providing and then Maintaining, the Lifestyle that you want.
This will typically cover but not be limited to :
- Investing Capital to provide growth and future income.
- Building up capital via regular savings.
- Arranging pensions to ensure flexibility for the future and maximising investment opportunities.
- Making sure that should you suffer from Ill health or die prematurely money is available to provide financial security.
- Ensuring that your Financial plans are Tax efficient and that your family benefits from the balance of your estate after death.