Your circumstances, needs and priorities change constantly.
At our meetings we will discuss your life-time-wealth strategy, which can cover everything from protecting your family to managing your capital. We will advise you on:
- Life insurance, critical illness and income protection
- The performance of your investments
- Providing for your retirement
- If appropriate, long term care
We will review the protection in place to make sure that the level and extent of cover is sufficient, and that the premiums you are paying are as competitive as possible. Working alongside our tax experts in Mitten Clarke Limited you will benefit from regular tax planning reviews. Together, we will ensure that your affairs are as tax efficient as possible covering inheritance tax planning and succession, capital gains tax, personal tax planning and much more.
A great deal of care and attention to detail is taken when selecting your pension funds and investments, having in mind the level of risk that you want to take and the return you are looking for. Actual performance can vary significantly from fund to fund, so it is essential for us to review them regularly to make sure that you continue to be happy with both the level of risk and the return you are getting.
This integrated approach to your planning is quite rare and we hope you find it a refreshing change.