Working with a financial adviser cannot only save you time but also help you plan your financial freedom.
We can do all the work for you, leaving you to focus on the demands of your career, we can explain your options and provide impartial, independent advice.
By ways of services, we can help you with the following:
- Protect your family and home with Life and Critical Illness protection
- Set up a Retirement Plan
- Set up Regular Savings Plans
- Make full use of tax allowances and reliefs
- Make your money work harder
- Ensure you have Wills in place to carry out your wishes on death
- Review any existing Protection, Investment or Pension plans you may already have to ensure they continue to be appropriate for your needs.
As a contractor, you’re left to sort out many aspects of your personal finances that others take for granted.
Without an employer to provide a benefit package, often including life insurance, a pension, sick pay and income protection, it is your responsibility to protect and provide for your financial future.
By ways of services, we can help you with the following:
- Protect your family and home with Life and Critical Illness protection
- Set up a Retirement Plan
- Set up Regular Savings plans
- Make full use of tax allowances and reliefs
- Make your money work harder
- Ensure you have Wills in place to carry out your wishes on death
- Review any existing Protection, Investment or Pension plans you may already have to ensure they continue to be appropriate for your needs.
If you own your own business, there is already a significant commitment on your time.
By way of services, we can help you with the following:
- Executive and Director Pensions Planning
- Auto Enrolment
- Keyperson Protection
- Shareholder Protection
- Death in Service arrangements
- Private Medical insurance
- Group Income Protection
- Tax Planning
As we all live longer, making the right decisions before, at and in retirement is becoming increasingly importan
What vehicle do you use to provide an income in retirement? We can help you make this decision. But it is not just about income, we can help you with the following:
- Maintaining access to both income and capital
- Using tax allowances
- Protection of assets from capital depreciation
- Ensuring your Will is up to date
- Ensuring you have a Lasting Power of Attorney in Place for Finance and Health & Wellbeing
- Ensuring you pass your wealth onto those you wish
