financial
services
Working
in Harmony with Robinson Sharpe Limited, our Financial Planning personnel
also work closely with Bedells and Chambers taxation department, for
example in areas such as inheritance tax. Many clients have subsequently
benefited from tax-efficient solutions which were appropriate to their
individual circumstances.
Employing
quality IT business applications, our advisers can quickly and effectively
research the financial market place. Facts and figures can be quickly
downloaded to allow further analysis to take place. This allows
us to provide you with a professional service, tailored to your
individual circumstances and requirements.
The
Service which we provide:
For
Individuals
For
personal clients we are able to offer a complete retirement planning
and review service encompassing:
- Personal
Pensions
- Executive
Pensions
- Self
Invested Pensions
- Occupational
Schemes.
We
can also advise on a range of health and assurance products such
as:
- Critical
Illness Cover
- Life
Assurance
- Healthcare
Plans
- Income
Protection Plans.
With
regard to investment planning we can guide you through the maze
of Unit Trusts, Investment Trusts, ISAs and the whole range of investments
and savings products now available in the marketplace.
For
Companies
In
addition to those services above that are equally applicable to
companies, we are also able to offer advice and assistance in setting
up
- Group
Personal Pension Schemes
- Stakeholder
Pension Schemes
- Self
Administered Schemes
- Group
Healthcare Schemes
Specialist
products like Keyman Insurance can also be matched to your needs.
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