Established by our experienced team in 2007, we are a dynamic, young, and innovative regional Independent Financial Advice practice who are passionate about providing honest, ongoing financial advice, and building long term relationships with our clients. We are dedicated to utilising the latest technology within the business for the benefit of both clients and the team to help provide professional wealth management services.
We can offer you a tailored financial planning service with a local independent financial advisor. Integrity and trust are at the heart of our business and we are proud, as a privately owned wealth management business, to be recognised as one of the leading financial planners in the UK by our peers.
We can offer you a tailored financial planning service with a local independent financial advisor. Integrity and trust are at the heart of our business and we are proud, as a privately owned wealth management business, to be recognised as one of the leading financial planners in the UK by our peers.
Services
Our Redbourne ethos stems from you having access to your adviser when it suits you, and being able to speak to your team rather than automated and recorded messages. We aspire to build a long-term relationship with you and your family - and we believe the trust and rapport that you build with the team is an important part of that bond.
This is what we call our ongoing review service. Our straightforward, meaningful, and transparent service designed to provide everything you need to achieve your financial goals. Based around your tailored Estate Summary we present your updated financial position in relation to the lifestyle goals you have set.
We can simplify the process by providing you with a road map of what you currently have, how much you may need in retirement and the steps to take to get to this point. Our role is to guide our clients through the maze of pension legislation and jargon and help them find the way to a long and happy retirement.
Insurers pay out 13.9m per day in income protection, critical illness cover and life assurance. Whilst we spend significant time with our clients planning their futures, all the plans can become obsolete in the event of death or upon diagnosis of a long-term illness. This can put a huge pressure on the family in terms of immediate need for cash.
The amount paid in inheritance tax (IHT) has continued to climb, reaching 5.2bn in 2017/18, despite the recent introduction of a nil-rate band for family homes. The average tax paying male-owned estate has a tax liability of 182,000, with female's estates having to pay on average 176,000. Inheritance tax is often referred to as a "voluntary tax" although in real life, this is not necessarily the case.
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