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One-off Advice
This type of service might be appropriate for you if you simply want unbiased, expert advice about one or more areas of your financial planning on a one-off basis.
The kind of areas that we can help with could include (but are not limited to):
Retirement Planning
- Calculating projected retirement benefits and identifying if there is a shortfall
- Advice regarding one or more of a client’s specific pension arrangements
- Options at retirement – for example, annuity purchase or unsecured pension
Investments
- Reviewing an investment portfolio and commenting on its appropriateness
- Generating income from an investment portfolio
- Tax planning via investments (e.g. Individual Savings Accounts (ISAs) or Venture Capital Trusts (VCTs))
Life Assurance and other Protection
- Ensuring financial security in the event of death, illness or disability
Trust and Tax Planning
- Inheritance Tax planning
- Investment advice for trustees
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