We aim to offer plain, simple, practical financial advice on all aspects of personal and corporate financial planning which is tailored individually to each client. We are proud to be independent and not connected or tied in any way to any of the financial providers in the UK. We can find you the most suitable and competitive plan to suit your requirements.
We offer advice on life assurance cover, IHT Planning*, pension provision and annuities, lump sum investments, ISA's and much more.
We offer advice on life assurance cover, IHT Planning*, pension provision and annuities, lump sum investments, ISA's and much more.
Services
A tax and financial consultant with 28 years experience. A member of the Chartered Institute of Taxation. Qualified to Diploma level with advanced papers in trust and taxation and business financial planning. Stephen provides independent financial, taxation and business planning advice to meet the needs of our private and business clients.
Due to both the decline in State Pension Benefits and the fact that we are living longer in retirement there is now a much greater need for us to contribute to private pension provision, either individually or as a member of an employer's pension scheme.
The Government provide very attractive incentives in the form of tax relief on personal contributions paid to pensions with basic rate tax payers receiving 20% and 40% relief for higher rate tax payers.You can get a Personal Pension, a Stakeholder Pension, Group Pension or an Occupational Pension.
The Government provide very attractive incentives in the form of tax relief on personal contributions paid to pensions with basic rate tax payers receiving 20% and 40% relief for higher rate tax payers.You can get a Personal Pension, a Stakeholder Pension, Group Pension or an Occupational Pension.
Protection policies are vital in protecting our families, our incomes or our property. Whilst insuring ourselves against events such as sickness or even death may not be a pleasant thing to think about, the benefit of knowing you have no financial concerns at such times will provide some comfort.
There are vast options available to a family looking to protect itself, and because of the large range of products available there is usually an appropriate plan for most circumstances and budgets.In many cases clients are surprised how relatively inexpensive this can be. However, this vast range of products can make it difficult to work out which product is most suitable for you.
There are vast options available to a family looking to protect itself, and because of the large range of products available there is usually an appropriate plan for most circumstances and budgets.In many cases clients are surprised how relatively inexpensive this can be. However, this vast range of products can make it difficult to work out which product is most suitable for you.
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