Expert financial advice
Our financial planning experts advise our clients on financial planning to meet their needs at the key stages in life.
Retirement Planning: Pre Retirement
We advise on pension and investment planning to ensure clients can meet their aspirations for a secure retirement.
Retirement Planning: At Retirement
Investment planning is no less important when our clients reach retirement. Having accumulated wealth over a lifetime, cost effective and tax efficient ‘decumulation’ also matters. Following the Taxation of Pensions Bill and Pension Act 2015, there are now more options at retirement than at any previous time.
We advise on the choices clients have at retirement including the different types of annuity, equity release and investment drawdown available.
We advise our clients on making contingency plans to protect and provide for their families should the unexpected happen due to ill health or untimely death
- Life assurance
- Income protection
- Critical illness cover
Property purchase has always been a key component in a lifetime’s financial plan. The Mortgage Market Review and the Mortgage Credit Directive have made the processing and placement of mortgage lending a more involved process with tighter controls on the assessment of long term affordability.
We work with clients to source the most cost-effective and suitable mortgage solutions.
Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.
Want to know more?
If you would like to know more about our services for businesses or private clients, please call us on 01273 900995. You can also email us – email@example.com
One of our experienced team will be happy to help.