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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Chartered Independent Financial Advisers: Pensions & Investment Advice

Based in Cirencester and London

"INNOVATIVE FINANCIAL SOLUTIONS"

We are a well established and specialist firm of Independent Financial Advisers (IFAs) based in Cirencester and London. We offer Chartered status advisers.

Our financial advisers offer directors and high net worth individuals a bespoke service. This includes advice on pension lifetime allowance, contribution limits and the new post Budget 2014 pension rules. We offer tax planning opportunities and investment portfolio management.

Buying a commercial premises through a SIPP/SSAS? Our IFA's offer the full service.

Concerned about Auto Enrolment? Does your scheme qualify or perhaps you have do not have one in place yet? We can offer the advice you need.

Our Retirement Income Options Report provides a comprehensive guide to income generation and tax planning pre and post retirement.

Full/Phased Drawdown, OMO/enhanced annuities and guaranteed options are covered.

WE OFFER A FREE INITIAL CONSULTATION

 In summary our specialist financial advisers offer services include the following;

  • Pension Planning
  • Drawdown, SIPPS, SSAS
  • Corporate Tax Planning
  • Company Employee Benefits Schemes
  • EIS, VCT's, EFRBS, EBS
  • Pension Lifetime Allowance Advice
  • Investment Portfolio planning
  • Modern Portfolio Theory
  • Tax Planning

Please note; We also provide traditonal IFA products and services to include Life Assurance, mortgages and commercial loans.

Your home may be repossessed if you do not keep up repayments on your mortgage
We typically charge a mortgage fee of £350, we may also be paid commission from the mortgage lender.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage
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