Financial Advice

By: Waveney Mckenna  07/11/2012
Keywords: financial planning, estate planning, investment planning

We offer a comprehensive fee based planning service which includes advice on inheritance tax, retirement planning and savings.

Solutions include advice on :-

Relevant life cover
Group death in service, income protection and pensions
OEICs, unit trusts, ETFs and investment bonds on and offshore
Estate Planning including discounted gifts, loan and probate trusts
Personal life cover and income protection
Shareholder and key person insurance

Our service is predominantly fee based and has been for some time, we agree fixed costs or hourly rates with clients and an ongoing fee. We prefer long term relationships but also undertaken project work.

Keywords: estate planning, financial advice cambridgeshire, financial planning, investment planning,