As Independent Financial Advisers we have access to all financial products across the entire UK market. This means our advice is impartial and most appropriate for our clients.
Our professional services include:
|•||Savings and Investments|
|•||Pensions and Annuities|
|•||Inheritance Tax and Trust Planning|
We can provide competitive quotes from all of the top Insurance Companies for Mortgage Protection, Property Insurance for your own home or Buy-to-Let premises.
We can advise you of the most appropriate product for you if you wish to invest and save for the future of you and your family.
We can provide you with tailored pension advice and also advise you on the right annuity on retiral.
We can assist in Inheritance Tax Planning. An estate over £325,000 passing to anyone other than a surviving spouse or to a charity, may attract Inheritance Tax. This can result in a huge burden for the beneficiaries. We can help mitigate against this by using trust planning and advising on appropriate insurance.
For more information on all our financial services please contact David Carfray, our Financial Manager, on 01292 265033 or at firstname.lastname@example.org.