"Very professional. The advice given was explained in a way you could understand." Alan Keemer (client)
Whether you are looking to plan for retirement, reduce the amount of tax you pay or protect yourself against unforeseen events, we take the time to listen to your concerns and then guide you through your options to help you choose the best solutions for your own individual circumstances.
We have access to a number of financial planning tools that aid the planning process, helping you to improve your financial future and achieve your plans. This is a summary of the main areas where we may be able to help you.
INVESTMENT PLANNING
Whether you are looking for the best return on your
savings or a longer term investment option we can save you time and effort by researching the market for the most suitable option for you and can make sure your money works as tax efficiently as
possible.
The value of units can fall as well as rise, and you may not get back all your original investment.
TAX PLANNING & ESTATE PRESERVATION *
With taxes increasing and new rules being introduced at every turn, our tax planning service can help make sure you don’t pay more tax than is absolutely necessary and that as much of your estate as possible is left to those you care about rather than the tax man.
CORPORATE FINANCIAL PLANNING
Running a business can be both complex and demanding, but like an individual, a business is a living entity that can benefit from in depth financial planning. We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance. We often work in conjunction with your accountant or other professional advisers to help ensure that your financial planning is done in a joined up way.
* Tax and estate planning services are not regulated by the Financial Conduct Authority
Financial Future Associates LLP is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority