Investment and financial services

Julie can lend her expertise to your investment queries or financial planning arrangements.

Julie helps in the following areas:

Retirement and pension planning

If you currently contribute to a pension plan, have paid up or frozen pension plans, these can benefit from a plan review by her. Or, if you have still to start planning for retirement, you can be provided with information on the options available to you.

Investment planning

Julie has wide experience in this area (including stock broking) and is available to help you manage your existing investments and advise on any new investments that may be planned for the future.

Business protection

This is a much-neglected area and Julie is happy to explain the obligations of directors and partners should the worst happen. She can also help to alleviate potential problems.

Personal protection

She is also happy to review your current protection policies and future requirements, with the aim of ensuring all of your assets are adequately protected moving forward. This includes advice on trusts which should be used for most types of protection policies.

Inheritance tax planning

We work with Julie to ensure that your potential inheritance tax liabilities are minimised utilising a number of different tax planning strategies.

We believe that, because we deal with your accounts, we are well-placed to offer impartial advice in areas such as:

  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts (ISAs)
  • Investments.

At the same time, we realise that, in today's complicated financial markets, these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with them to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice. Please contact us for more information.

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