Services
Financial Advisor in Stoke-on-Trent
Our Services
Key Event Advisory Service - On issues such as redundancy & retirement.
Retirement Planning - This would incorporate individual, group and executive pension plans, Stakeholder pension, Employee benefit schemes and Pension draw down advisory service.
Post Retirement Planning - Incorporating Estate planning, Equity release and Tax mitigation strategies.
Mortgage Arrangement Service - Incorporating first and second time buyers, debt consolidation and arrangement with third party agencies for commercial financing.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Life Assurance & Protection Planning - Including all forms of family protection, income and disability protection, estate planning and business protection.
Financial Re-Engineering - Incorporating loans and debt consolidation.
Will Writing - Offered via third party agencies.
Investment Planning - Including regular and single premium products, intelligent Asset Allocation strategies and Tax efficient investment schemes.
School Fees Planning - Incorporating Child Trust Funds, University Fees and a range of tried and tested solutions.
Information
The FSA Do not regulate will writing, commercial lending and unsecured lending.