Financial Planning

For over 20 years, by working with Independant Financial Advisers our clients have had access to a wide range of financial advice including:

  • Personal and Stakeholder Pension Planning
  • Pension Planning for business owners and company directors
  • Individual Life Assurance
  • Business Related Assurance such as Keyman, Partnership Cover and Share Purchase Assurance
  • Critical Illness Assurance
  • Disability & Income Protection
  • Investment Planning
  • Estate Planning
  • Planning for School Fees
  • Investing for Income
  • Long Term Care Planning
  • All aspects of Pre and Post Retirement Planning, including Annuity Purchase, Drawdown, Phased Retirement
  • Equity Release Schemes

To discuss the service in more detail or arrange an exploratory meeting, please contact Mark Hunt on 0121 236 0465 or email markhunt@bloomerheaven.co.uk.