I am a Financial Planning Consultant based in Ashtead, Surrey with the national firm Quilter Financial Advisers. I can provide advice on Pensions, Investments, Protection and Inheritance Tax Planning. I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services
either through direct payment or via product facilitated charges. What Our Service Provides:
For total peace of mind Quilter Financial Advisers advisers all share and adhere to our company standards training and compliance requirements and our client promise. Protection
My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health.
- Life Insurance
- Critical Illness Insurance
- Income Protection Insurance
- Mortgage Payment Protection Insurance
- Permanent Disability Benefit Insurance
- Death Benefit Insurance
Holistic Financial Planning
A personal approach, I do not operate a one-size-fits-all approach, I will help you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started.
- Establishing and reviewing Trusts
- Complete personal risk management planning
- Short and long-term savings and investments
Investments
- Portfolio planning
- ISAs
- Unit Trusts
- Investment Bonds
- Offshore Bonds
- Venture Capital Trusts
- Enterprise Investment Schemes
- Business Relief Investments
Pensions
- Personal Pensions
- SIPPs
- Company schemes
- SSASs
- Consolidation plans
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Estate Planning
Estate planning (also known as Inheritance Tax Planning) can be defined as passing your estate to your loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action – particularly if you own property or have savings. Effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries, and more. If you would like any advice in any of these areas please get in touch. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 18/08/2023
