Our Independent Financial Advisors will provide a comprehensive review of your personal or company circumstances, which include:-
Your financial future, this helps us to tailor the right strategy for your needs.
Your retirement plans and pension products
Your tax liabilities and how we can reduce them
The performance and spread of risk in your investment holdings
Areas wherein you hold personal risk and what we can do to minimise this risk
The need for any Trust planning
As Independent Financial Advisors we will look at a huge range of products to suit your needs, including but not limited to:-
SIPPs and SSAS Pensions
Investments into stocks and shares
Business Protection, including Relevant Life and Key Person plans
- Life Insurance, Critical Illness, Income Protection and Private Medical Insurance
ISAs and GIAs
Trusts, Wills and Legal Power of Attorneys
The first meeting will always be at the advisor’s expense and there is no obligation on either side to continue to do business after this meeting.
Confirmation of our fees will be outlined after this meeting if Charles Dean can help you with your needs and objectives.
To talk to us about how we can help you, please ring