|
Welcome to Accessible Financial Solutions |
|
I am a Local Independent Financial Adviser
Our Service Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.
Our AimTo provide you with strategic financial advice, Ours is a personalised service that adopts a holistic approach by focusing on all aspects of your finances. We seek to establish long term client relationships and to provide a straight forward plain English financial planning service.We are focussed toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals. Why choose an Independent Adviser?Being independent means that we are not tied to any one Company (or Mortgage Lender) and therefore the advice we provide is totally unbiased. Only after discussing your objectives will we research the entire UK market place on your behalf.
These are the areas of your financial planning that I will be able to help you with:
Pensions -Planning your retirement and the level of income required. • New or existing pension plan.• Retirement options such as annuities• Stakeholder pensions• Executive pension plans• Self invested personal pensions• Small sell administered schemes
Investments — making best use of your capital & surplus Income. • Expert investment advice• Investment bonds• Unit trusts, individual savings accounts (ISA) and OEICs• PEP transfers• Inheritance & capital gains tax*
Protection — ensuring you have appropriate cover for you and your family. • Life assurance• Critical illness protection• Income protection
DisclaimerThe Financial Services Authority does not regulate advice on taxation & estate planning (Will Writting)
Call Today to speak direct to an advisor 01202 605064
Please note that this web site is directed at UK residents only
Accessible Financial Solutions Treating Coustomers Fairly policy
|
|
Read more...
|
|
