Services
Our Services
Peter Writes.......
I don't need to hear one of my 80 something old, retired clients, skipping up my office stairs to be reminded that long term planning is essential in this life.
What we do is help you put in place the important financial cornerstones of your life and will give you the regular personal attention to manage them effectively.
To be brief, when we give advice to help you meet your financial goals, as the years pass this can involve any number of financial arrangements.
Here is a list of some:
Investments
- ISA and Investment Portfolios
- Family Trusts
- School and University Fees plans
- Ethical and Green Investments and Pensions
- Discretionary Fund Managers
Pensions
- Retirement planning, Annuities, Drawdown
- Pension Sharing and Divorce
- Simplifying your pension arrangements
- Retirement Advice
- SIPP (Self Invested Personal Pension - Active Money)
- Ethical and Green Investments and Pensions
Advice to Limited Companies
- Group Pension Schemes (SIPP and Personal Pension)
- Business Protection
- Business Tax Mitigation Strategies
- Key-man Assurance
Tax Mitigation Strategies for Private Clients and their Families
- Inheritance Tax Mitigation
- Capital Gains Tax Strategies
- Income Tax Planning
- Venture Capital Trusts (VCT) plus EIS and AIM portfolios.
Equity Release
Mortgages
Protection
- Life Assurance
- Critical Illness Cover
- Income Protection
- Family Trusts