Financial Planning
For over 10 years our associated Independant Financial Advisers have provided 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
Using the latest Financial Planning and Product Research software we are able to provide you with totally impartial advice, together with financial plans tailored to meet your particular objectives.
To discuss the service in more detail or arrange an exploratory meeting, please contact us on 0121 236 0465.