Best Advice
Transactional services – for one off Transactions
While we would always recommend comprehensive financial planning, we can also use our extensive knowledge to help with one-off transactions such as arranging a mortgage, some life cover or Key Person insurance.
For this type of “transactional” service we will offer ‘best advice’ on the products appropriate to your particular area of need.
Sometimes the product recommended may generate a commission (e.g. from the mortgage provider), which can be used to offset any fee that we might charge. We will always base our advice and service on the payment of a fee so you know exactly where you stand.
You may not want any other advice or services from us for the time being but of course you can contact us to add another level of service in the future.
That’s it for transactional advice. We can’t make it any more complicated than that.
Key Advice Areas
- Pension & Retirement Planning including Self Invested Personal Pensions and Small Self Administered Schemes
- Pension Transfers
- Inheritance Tax Planning
- Individual Savings Accounts
- Savings and Investments
- Investment Portfolio Management
- Tax Planning for Individuals
- Mortgages
- Life Cover
- Critical Illness Insurance
- Trusts
- Employee Benefits
- Key Person Insurance
- Shareholder Protection Insurance
- Exit Route Planning
If you wish to discuss the above further or require information on any of our services, then please contact us.
