"Simply the best of both worlds-professional advice but in such a wonderfully friend of the family way!- It really works!”
Mr & Mrs Bate 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. By doing this we aim to improve your financial position and help you to acheive your lifetime ambitions. We have access to a number of financial planning tools which aid the planning process. This is a summary of the main areas that we can offer advice on. To find out more about specific areas please click on the links or call us on freephone 0800 027 0426 Investments – including improving your income and reducing your tax Ethical Investments – we can design a bespoke investment plan which takes into account your own views on green and other issues Pensions – pensions in divorce, transfers, Stakeholder schemes, SIPPs, Company Pensions and changes in legislation after 'A' Day Taxation – including Inheritance Tax planning and Capital Gains Tax Trusts – advice on the effective use of different types of trust
Life Assurance – advising on the correct type and level of cover Long Term Care – safeguarding assets and providing for care
- Mortgages - for homemovers, first time buyers and remortgages
- Corporate Advice – including employee benefit schemes, group life cover, group private medical cover, company pensions and commercial loans
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
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 Services Authority
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