Financial Audit - Information gathering, repair & maintenance of your existing contracts and a full update of your current financial position.
Strategic Review - An update by your adviser on recommended changes to the strategy of your financial plan.
Protection Review - Providing a check of current levels of cover to protect you in the event of death or ill health.
Pension Review - Reviewing your pension provider and the opportunities to fund pensions.
Investment Review - A review of the last 12 months investment performance. Looking forward and implementing any change in investment strategy.
Review Your Retirement Options - We will fully explain all of your options at retirement, including income drawdown, phased retirement and annuity purchase.
Estate Planning Review - Ensuring your wills and trust arrangements are current and legally valid. We will review your existing pension and life assurance contracts are appropriately written in trust to ensure that Inheritance Tax is mitigated.
Taxation & Budget Update - Reviewing opportunities and threats created by changes in taxation law.
The 'Remove the Hassle' Service - Sorting through any paperwork received over the period that confuses you.
Family Review - Discussing any financial issues affecting your family.
Professional Update - Providing professional updates to your accountant and other advisers.