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planning advice
Our comprehensive planning service encapsulates your full financial arrangements and aims to assist you with the decision process involved with achieving your lifetime financial and personal objectives.
This service incorporates our core investment, pension and protection service combined with any other areas that need addressing.
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investments
In today's uncertain World, it is more important than ever to plan your investments carefully. Whatever your circumstances, there are investment plans to suit you. We offer advice on investments such as ISAs, Unit Trusts, OEICs, Investment Trusts, VCT (Venture Capital Trust), Investment Bonds, Offshore funds, and Savings plans.
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pension provision
We have specialist expertise in pension planning: We can advise you on establishing new provision and review your existing pension arrangements.
We can explain what these may equate to, in real terms, at your selected pension age and devise an investment strategy to suit you.
The main areas in which we work includes advice to private individuals and business owners.
We also specialise in pension options at retirement including: Annuities, Open Market Option, Income Drawdown (Unsecured Income), Phased Retirement, 3rd Way Retirement Products and Alternatively Secured Pensions.
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protection
Financial protection is essential if you wish to minimise the impact of unforeseen health issues or the effect premature death could have on your survivor’s/dependents lifestyles.
If you would like to maintain your financial independence regardless of life’s obstacles, then this area should form an essential part of your financial arrangements.
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ethical investment
If you find yourself concerned about issues such as global warming, the arms trade, tobacco, social justice, animal testing, fairly traded products, then you may be interested to learn more about Ethical/Socially Responsible investment options.
Ethical and Socially Responsible Investment criteria aim to address these concerns, whereby investment selection is influenced by one or more social, environmental or other ethical criteria.
That is not to say that Ethical Investment is a perfect solution but it is a way to balance your need for investment opportunities alongside the global need for a balanced, fair and responsible society.
If you would like to investigate this area as part of your financial planning, we can provide you with the necessary guidance and formulate recommendations.
services
Free initial exploratory meeting
Call us now to see how you can benefit from our services
01702 335511
5 steps to reach your goal
The Strategic approach to your finances.