Our independent status offers us the ability to survey the whole of the financial market to offer you the best products tailored to suit your requirements and help you reach your goals. We help our clients achieve the best results from their financial planning, by providing first-rate advice in the areas of investments, retirement benefit advice, pensions, wealth management, protection and Inheritance Tax planning.
We offer a holistic approach to our clients, looking at the whole picture of their circumstances, their lifestyle and objectives to offer the best possible approach to their financial needs. People and Business IFA are Independent Financial Advisers who are passionate about helping private individuals and business owners manage their financial affairs.
We offer a holistic approach to our clients, looking at the whole picture of their circumstances, their lifestyle and objectives to offer the best possible approach to their financial needs. People and Business IFA are Independent Financial Advisers who are passionate about helping private individuals and business owners manage their financial affairs.
Services
Our case studies offer real life examples of how our services and products have benefited previous clients and helped them reach their goals. Our case studies show a range of different areas of expertise such as investment and pensions and how we tailored our service to provide the best for our client.
Over the course of your lifetime your goals and challenges will change, alongside your transition through life's stages. Our team at People and Business will work with you to help you prioritise what is important to you and then bring the expertise to help you make informed and beneficial financial decisions.
Security is an essential part of any personal financial plan. You will want to protect your family's lifestyle in case you are unable to provide for them, due to sickness, an accident, disability or even death. Most people take out a protection policy to provide for their families and alleviate any financial worries at a difficult time.
Pensions play a big part in everyone's lives, whether you've been planning since you started your career or you would now like to put provisions in place; we are here to help you make decisions regarding your pension and retirement planning. Pensions offer a way of investing your money, with the benefit of tax relief, in order to grow your funds to keep you supported once you decide to retire.
During the course of your lifetime, you will accumulate a portfolio of assets and property that you probably want to pass on to future generations. However, your estate could be liable to substantial taxation that could prevent your assets being administered in the way you intended. The impact that inheritance tax will have depends on the value of your estate at the time of your death.
Reviews (1)
David Carter
Jul 13, 2020
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