If you require advice in any of the following areas, we workclosely with a number of companies that will be able to provide:
- Advice for savers, building up capital for the future, including flexible and open ended methods of regular saving, with no fixed terms.
- Advice for investors, lump sum investments both onshore and offshore for growth and/or income, with regular management and monitoring of funds.
- Advice on all types of pensions. How to build up the correct pension fund to provide the right level of income at retirement, including evaluating all existing schemes, past and present.
- Advice to people approaching retirement, including how to convert funds to ensure the maximum income, in the most tax efficient manner.
- Tax planning advice to mitigate Inheritance Tax and all aspect of estate planning.
- Advice to businesses. How to transfer money from companies to efficiently. Schemes to reduce Corporation Tax.
- Advice on the different Bridging and Asset Finance options available.
- Help & Advice on purchasing and refinancing of business property.
- Help & Advice on obtaining development finance.
Please contact us for further details.
The FSA does not regulate Commercial Mortgages, Development Finance, Bridging and Asset Finance, and some forms of Estate Planning.
