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Local Independent Financial Adviser
Why use a Financial Adviser ? Life & Critical illness; buying an ISA’s taking your pension income Annuity; can all be achieved without taking specialized advice. You can even write a Will using a Will pack from a shop, so why use an independent Financial Adviser?
Life & Critical illness protection, there are some 50 separate critical illnesses definitions that can be covered. You will find the level of cover will very between each Insurance company. Allways make sure you know what cover you are buying.
Which is why the research a Financial Adviser provides is important,
Investing your savings and the return you can achieve is supported by the funds you select and how many you should invest into to give a balanced investment. When to invest into funds such as emerging markets, commodities,gilts, fixed interest,China,Japan,Latin America, EU and UK equities.
Which is why the research a Financial Advier provides is important,
Personal Pension Annuity providers offer different annuity rates; by using an open market option you can possibly improve your retirement income. Certain medical conditions enable the use of an impaired life annuity which can potentially increasing your income by 40%.
Which is why the research a Financial Adviser provides is important,
Write your own Will could potentially cause difficulties when applying for probate. Whatever the size of your estate, you should always leave a clear and legally binding statement of your wishes and making a Will is the only way of guaranteeing that your wishes are respected once you have passed away
Accessible Financial Solutions provide a full Will writing services and advice on all aspects of making a Will and if your chosen executors feel that dealing with probate a fear-provoking task we can offer an executor’s probate service to ensure everything is dealt with efficiently
Accessible Financial Solutions cover the BH post code every client is treated as an individual our objective is to support you with straightforward and practical advice documented so that you understand why the advice. We do recommend you take advantage of regular reviews to give ongoing support of your objective.
For a no cost home service feasibility assessment of your need
Tel 01202 605064
The Service Financial Planning is a complex subject, setting strategies, working out what the jargon means, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.
The Service Financial Planning is a complex subject, setting strategies, working out what the jargon means, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.
Our AimTo provide you with strategic financial advice, Ours is a personalised service that adopts a analysed approach by focusing on all aspects of your finances.
We seek to establish long term client relationships and to provide a straight forward plain English financial planning service.
We are focussed toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.
Why choose an Independent Adviser?Being independent means that we are not tied to any one Company (or Mortgage Lender) and therefore the advice we provide is totally unbiased.
Only after discussing your objectives will we research the entire UK market place on your behalf.
These are the areas of your financial planning that I will be able to help you with:
Pensions -Planning your retirement and the level of income required. • New or existing pension plan.• Retirement options such as annuities• Stakeholder pensions• Executive pension plans• Self invested personal pensions• Small sell administered schemes
Investments — making best use of your capital & surplus Income. • Expert investment advice• Investment bonds• Unit trusts, individual savings accounts (ISA) and OEICs• PEP transfers• Inheritance & capital gains tax*
Protection — ensuring you have appropriate cover for you and your family. • Life assurance• Critical illness protection• Income protection
DisclaimerThe Financial Services Authority does not regulate advice on taxation & estate planning (Will Writting)
Call Today to speak direct to an advisor on 01202 605064
Please note that this web site is directed at UK residents only
Accessible Financial Solutions Treating Coustomers Fairly policy
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