We offer a comprehensive and professional financial planning and mortgage service, tailored to your personal circumstances and with the sole aim of helping you reach your financial goals and ambitions. Have you made a will and do you need help calculating and potentially limiting your inheritance tax liability? To arrange your free initial consultation simply use one of our online enquiry forms or contact us directly.
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Your retirement is an important part of life and Pension planning is therefore critical.
As everyone is different, we can give you advice on your specific circumstances, so please get in touch.
The benefits of planning for retirement are well known, yet many of us do not plan well or early enough.
Despite government initiatives and headlines in the media, we do have a tendency to put it off until 'tomorrow', which is worrying as we tend to live longer than many of us believe.
Facing retirement in today's world produces many additional challenges, and opportunities, that would not have been present a generation ago.
As everyone is different, we can give you advice on your specific circumstances, so please get in touch.
The benefits of planning for retirement are well known, yet many of us do not plan well or early enough.
Despite government initiatives and headlines in the media, we do have a tendency to put it off until 'tomorrow', which is worrying as we tend to live longer than many of us believe.
Facing retirement in today's world produces many additional challenges, and opportunities, that would not have been present a generation ago.
There are numerous investment vehicles ranging from more secure "deposit" type investments to "asset backed" investments which usually include a degree of risk.
Before are some of the more popular investments.
A number of deposit-based investment products are available.
They are usually with a bank or building society and can pay variable or fixed rates of interest.
Most deposit based investments are guaranteed up to 85,000 by the UK Government backed Financial Services Compensation scheme (FSCS).
Before are some of the more popular investments.
A number of deposit-based investment products are available.
They are usually with a bank or building society and can pay variable or fixed rates of interest.
Most deposit based investments are guaranteed up to 85,000 by the UK Government backed Financial Services Compensation scheme (FSCS).
There is a wide range of mortgages to suit a plethora of needs.
It can be a minefield trying to figure out which one best suits you.
Typically a your current circumstances, your wants & need and the interest rates options are all considered.
A Fixed Rate Mortgage is one of the most popular as you will know the exact amount to pay every month.
The interest rate is fixed and thus so is your monthly repayment amount.
The term is typically agreed around 2 - 5 years but some can go up to 10 years or even more.
It can be a minefield trying to figure out which one best suits you.
Typically a your current circumstances, your wants & need and the interest rates options are all considered.
A Fixed Rate Mortgage is one of the most popular as you will know the exact amount to pay every month.
The interest rate is fixed and thus so is your monthly repayment amount.
The term is typically agreed around 2 - 5 years but some can go up to 10 years or even more.
The Financial Conduct Authority does not regulate advice on Estate Planning or Inheritance Tax Planning.
Inheritance tax is often referred to as a voluntary tax as there are many ways available to either mitigate or avoid the tax.
It is a complex area with numerous rules, allowances and thresholds and we strongly recommend that you get advice in this area.
Everybody's circumstances could be different and advice can help try and minimise or eliminate the potential tax due on death.
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority (FCA).
Inheritance tax is often referred to as a voluntary tax as there are many ways available to either mitigate or avoid the tax.
It is a complex area with numerous rules, allowances and thresholds and we strongly recommend that you get advice in this area.
Everybody's circumstances could be different and advice can help try and minimise or eliminate the potential tax due on death.
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority (FCA).
Insurance policies change over the years and very often more economical solutions with greater benefits and / or cover can be found.
Therefore it is judicious to ask your financial adviser to review your cover on a regular basis.
In this guide we provide helpful information on the different types of protection insurance available.
This is the type of policy typically described as 'life insurance'; a policy designed to pay out upon death, within an agreed period of time or 'term'.
The cover is level or fixed from start to finish, so it is very clear on how much is paid, within a certain time frame, eg your policy will pay 250,000 should you die within the next 20 years.
Therefore it is judicious to ask your financial adviser to review your cover on a regular basis.
In this guide we provide helpful information on the different types of protection insurance available.
This is the type of policy typically described as 'life insurance'; a policy designed to pay out upon death, within an agreed period of time or 'term'.
The cover is level or fixed from start to finish, so it is very clear on how much is paid, within a certain time frame, eg your policy will pay 250,000 should you die within the next 20 years.
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