Key Choice Financial Planning

You should regularly review your investments, retirement savings and be working towards a goal. Do you know how much your pensions are worth now? Or what income you can expect in retirement? Pension consolidation is a common objective for many of our customers. If you have you built up various pensions throughout your career like many of our clients you may wish to consolidate and simplify thus making it easier to monitor and keep track.

Whether you simply want to achieve better interest rates for your Cash savings, review existing investments or build a full portfolio, we can help you. Working with you to understand your objectives, once we have established your attitude towards investment risk and discussed your access requirements we can ensure we build a plan suitable for you.

It is an absolute priority to ensure you and your loved ones are protected from financial hardship in the case of an accident, serious illness or worse. We offer all forms of protection such as mortgage protection, life cover, critical illness plans and income protection insurance to name a few.

We can also set up business protection plans and health insurance - we can obtain quotes from the whole of the market and help you choose the best plan at the best price.Estate planning is a growing area of advice, whether that be different plans to mitigate or cover a possible inheritance tax (IHT) liability or working with the family towards a succession plan we can assist you and we also have contacts in Will writing and Trust work.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Any information you send to us in treated in the strictest confidence and is cover by our registration under the Data Protection Act with the Information Commissioners Office.