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 which should reassure clients that they will receive the highest standards of advice and integrity.
Our financial advisers offer directors and high net worth individuals a bespoke service. This includes advice on Occupational Pension Transfers, Flexible Access Drawdown, Pension annual and lifetime allowances, along with Holistic Retirement Planning.
Our Retirement Income Options Report provides a comprehensive guide to income generation and tax planning pre and post retirement.
We offer tax planning opportunities (e.g. Venture Capital Trust's and Enterprise Investment Scheme's) and investment portfolio management.
Buying a commercial premises through a Self Invested Personal Pension/Small Self Administered Scheme? Our IFA's offer the full service.
We also specialise in Equity Release and advise you through the whole process of unlocking the value of your home whilst ensuring that this is most apprprpriate solution to your needs.
In summary our specialist financial advisers offer services include the following;
- Pension Planning inc Occupational Transfers
- Flexible Drawdown
- Corporate Tax Planning
- Company Employee Benefits Schemes
- Pension Lifetime Allowance Advice
- Investment Portfolio planning
- Equity Release
- Tax Planning
Please note; We also provide traditonal IFA products and services to include Life Assurance, mortgages and commercial mortgages.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
EQUITY RELEASE MAY REQUIRE A LIFETIME MORTGAGE OR HOME REVERSION PLAN. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE MOST FORMS OF COMMERCIAL MORTGAGE AND TAX PLANNING.
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