Financial advice

If you’re currently working and many years away from retirement, planning for the future may seem unnecessary. However, time catches up on all of us and not preparing early enough could significantly impact your financial situation several years later. Also, major life events, such as buying a new home, can alter your requirements and affect your financial decisions.
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Good financial advice will help you plan and invest appropriately to secure a better future.

Financial planning can help you achieve your financial goals, whether that’s retiring on your terms with the income you choose or ensuring you pass on as much of your wealth as possible when you die. A financial adviser can assist in developing a plan that fits your objectives.

Our trusted financial advice partner can steer you through the complexities of financial planning to protect and grow your wealth, specifically assisting with:

• Inheritance tax planning – structuring your assets to reduce and even eliminate inheritance tax payable on your death.
• Investment planning – developing an investment strategy utilising tax-efficient structures to help you achieve your financial goals.
• Pension planning – maximising the potential of your pension savings to enable the retirement you desire.

Financial advice will help you plan for changes or life goals and give you peace of mind by assisting you to become more financially resilient.

Because we play by the book we want to tell you that...

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances.

The fee is up to 1%, but a typical fee is 0.3% of the amount borrowed.

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