Freedom Advice assists people from all walks of life in reaching their financial goals. We pride ourselves on the quality of our advice and of our high service levels that supports that advice. We consult with companies to create both an asset allocation model and a selection of investment funds. We review the portfolio every quarter.
The portfolio assessments then form a central part of our regular reviews. We provide an online wealth management platform which enables clients to securely access plan information at a summary and detailed level. Do you want to save for a rainy day? A brighter tomorrow? Or plan long-term for the future?
The portfolio assessments then form a central part of our regular reviews. We provide an online wealth management platform which enables clients to securely access plan information at a summary and detailed level. Do you want to save for a rainy day? A brighter tomorrow? Or plan long-term for the future?
Services
I have worked in the Financial Services Industry for almost twenty years, and I am qualified to Diploma level. Whether your needs are simple or complex, from a simple investment to a complicated pension or inheritance planning, I can help you plan for the future, creating a strategy that can be as flexible as you need it to be, as you never know what is round the corner or how your needs will change.
Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, I can help you find ways of making the most of your money for both the present and the future. A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
There are a variety of reasons why someone might want to release the equity in their home. From supplementing your income, through to paying off debts or helping your children onto the property ladder, equity release can provide you with the funds you need. Freedom Advice has helped people throughout Leeds and the surrounding areas make the best and most informed decisions around equity release options.
It is important to remember that you don't have to be a millionaire for your estate to be eligible for Inheritance Tax. The first 325,000 (2017 / 2018) of an individual's estate is taxed at 0% and is therefore not liable to Inheritance Tax. For married couples and registered civil partners it is currently 650,000, as it is for widows or widowers where their deceased partner did not use their nil rate band on death.
At the very least, building a savings or investment portfolio must take into account: your personal circumstances, tax opportunities; current and future tax status; attitude to risk and reward; capacity for loss; and balancing the need for income, growth or both.
Whether you are looking to set up a regular savings plan, review your current investment portfolio, or wish to take an income from your current investments, Freedom Advice can help you meet your objectives.With interest rates being at a very low level, many investors are seeking alternatives to cash, however these are not without risk.
Whether you are looking to set up a regular savings plan, review your current investment portfolio, or wish to take an income from your current investments, Freedom Advice can help you meet your objectives.With interest rates being at a very low level, many investors are seeking alternatives to cash, however these are not without risk.
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