Retirement Planning
- Financial Planning
- Pension Plans and Annuities
- Asset Management
- Inheritance Tax
- Equity Release
- Long Term Care
Welcome to our website
CALL 0800 0086886 NOW FOR AN INFORMAL CHAT & REMEMBER ALL FIRST MEETINGS ARE FREE WITH NO OBLIGATION
Financial Advisers UK: You have just found a firm of Independent financial advisors who will provide solutions to all your pre-Retirement plans, for all pension schemes and annuities, on preserving wealth, maximising income, for all Inheritance Tax plans, all Equity Release schemes and on ways to cover the costs of Long Term Care.
Click now on the picture opposite to see FREE OF CHARGE the Key Issues, our Top Tips and the FAQs. Look at Case Studies which contain examples of where and how we have helped clients. The Client Library ,containing over 50 articles, has been set up so you can access information 24/7 Free of Charge but first you will need to register to gain access.
As a long established firm of IFAs based in Worcester, and servicing the needs of clients throughout Worcestershire and the Midlands, whatever your requirements, we will:-
- Set up for you a bespoke Financial Plan combining all your savings, pensions, annuities and investments.
- Advise on the best ways of investing inheritances,legacies or pension lump sums
- In the lead up to retirement, we will explain how newer initiatives like Income Drawdown, Flexible Annuities and Phased Retirement interact with the more traditional options you already know about.
- Maximise your retirement income by using tax efficient vehicles like ISAs
- Tell you whether your pension scheme or pension plan is on track.
- Search out from all the best annuity providers ,the best annuity rate for your pension fund.
- Reduce your Inheritance Tax liability and ensure your estate is passed on to the people you want it to.
- Show you how to release equity from your home with all the equity release schemes or home reversion schemes available.
- Set out for you ways to pay for nursing home fees, to cover the costs of Long Term Care or residential care
- Offer you greater pension control through setting up your own SIPP .
- Protect your assets and legacies from Inheritance Tax and the costs of possible Long Term Care.
To find out more and get FREE DOWNLOADS NOW
Visit the Brochures section to see
- YOUR RETIREMENT STRATEGIES --- brochure on all the key retirement planning issues
- SMART MONEY our bi monthly financial planning magazine which briefs clients on all the important financial advice issues.
- FREE MEETING VOUCHER entitles you to a free, no obligation first meeting,
- RECOMMEND A FRIEND form could entitle you and your friend to share £100 worth of Marks & Spencers goods ( full terms & conditions on the form).