10/06/2022
Summer Offer - If you know anyone who may benefit from our services, we offer a £50 Amazon voucher for any referrals which result in us taking on a new client, so feel free to pass our details to your friends and family or let us have their details and we will get in touch.
Savings and Investment Advice
As well as advising on your pension, we also specialise in investments. We tend to recommend plans that will give a good average return (around 5% per annum) without taking too many chances with your money. That way you can achieve a better return than the very low savings account rates that are available at present, but avoid large ups and downs that some investments provide. Let men know if you have any savings that aren't giving a good return and we will see what would be a suitable alternative for you.
Pension Advice
Many people have pension plans from previous employment and periods of self employment, but they don't really know where they're invested, how they are performing or what they can expect to receive back when they retire. In addition, some old pensions have very high charges which aren't immediately noticeable but can have a major effect on the final pension pot. If this applies to you, let us review your schemes and see if we can improve our returns, reduce your charges but more importantly plan ahead so you know what you can expect to receive when you retire and how to increase this figure.
Protection Advice
We all insure our cars, our homes and our pets, but are you insuring yourself? We offer a wide range of plans including life cover, critical illness cover, sick pay cover etc to make sure that you and your family are protected financially should anything untoward happen. Let us review your existing plans and see if you're adequately covered.
Mortgage Advice
If you have a mortgage, it's worth checking whether you're on the best deal. Rates are historically very low at present so it may be possible to reduce your rate and save money each month. We offer advice for first time buyers, remortgages, buy to let, company mortgage investment, and many other types of mortgage, and we're entirely independent so can find the best deal for you.
Tax & Accountancy Services
We provide a full accountancy service for self employed people and Limited Company directors, including tax returns, Limited Company set up, annual accounts, annual returns, payroll, VAT, any many other related services. We offer fixed monthly fees to enable you to plan your cashflow without any nasty add on fees.
