Financial Planning Service

As Independent Financial Advisers we pride ourselves on the professional financial planning service we offer.

IFA's are regulated by the Financial Services Authority and as such offer truly independent advice. Our Independence enables us to research the entire market and to tailor any advice to your requirements.

We can help with your Financial Planning

Our advisers can help you to identify and plan for the future. Whether you require a complete review of your money and finances, or advice on a specific aspect we can help you.

We firmly believe that Independent advice is the most appropriate advice for our clients.

If you would like to find out more about us and the six step process we use please feel free to contact us.

We can offer advice on a wide range of issues; however we have specific expertise in the following areas:

• Investment Advice - Our investment advice service will allow you to identify your investment goals and objectives. Initially we will assess your attitude to investing using our own investment risk questionnaire. We will then provide an investment solution appropriate to your needs. If you would like to know more about our investment philosophy please click here.
• Retirement Advice We offer a complete retirement planning service to help you identify your retirement needs and objectives and to recommend the most suitable solution.
• Inheritance Tax Planning Many people are becoming increasingly concerned about Inheritance Tax and the effect it could have on their estate. Our IHT planning service could help you to reduce the potential amount of tax your estate might pay in the future.
• Business Advice Whether you are self employed, a partnership or a limited company it is important to plan for the future. We can offer advice on Key person insurance, partnership and shareholder protection as well as Group income protection and group pensions.

Additional customer services

We value the relationship we have with our clients. The additional customer services we can provide for you may include:

• Regular client newsletters to keep you up to date with a variety of financial planning topics.
• Annual clients reviews to reassess your financial situation and to adapt any planning to your change in circumstances.
• Valuation and policy information using our secure client online service.
• Cash Flow and Personal review reports.
• Online planning calculators.

To find out how Independent Advice can help you please contact us. Any initial consultation with one of our planners is free of charge and without obligation.