Description
IFA Partners
receive the backing of
positivesolutions
to be able to work
effectively with their clients.
We believe in using technology to its maximum advantage, utilising the
latest cutting edge software and processes to develop the best solutions for clients needs.
With todays busy lifestyles, many people do not have the time or
often the inclination to manage their financial affairs effectively.
Hardly surprising given the complexities of the financial world we
live today with its rapidly changing environment.
We also recognise that your financial situation is unique, therefore
if financial advice is to be truly valuable, it must be based on a
comprehensive and detailed overview of your financial circumstances.
As a partner of Positive Solutions I have a wide range of expertise
and knowledge, developed over many years to help with all of your
financial planning needs. This means that I am in a position to
research the entire market place for you - wether for the cheapest life
assurance, most appropriate mortgage, top performing investments or for
help with your retirement planning.
I
offer a bespoke personal service advising my clients in their own
homes. My clients ask me to help them address simple straightforward
issues, and also to resolve complex and multi-faceted problems. In
every situation, I aim to respond with reliable and personal advice
designed to suit your individual requirements.
Our Service
Financial Planning is a complex subject, setting strategies,
deciphering the jargon, knowing how different products work, how
products interact with each other and the long term implications such
as taxation and potential changes in legislation, is a full time job
and is exactly why there are full time advisers such as ourselves.
Our Aim
To provide strategic financial advice. Ours is a
personalised service that adopts a holistic approach by focusing on all
aspects of your finances. We seek to establish long term client
relationships and to provide a straight forward plain English financial
planning service.
We are focussed toward long term client relationships as we believe
that this is the most effective way for clients to achieve their
financial goals.
Why choose an Independent Adviser?
Being independent means
that we are not tied to any one Company (or Mortgage Lender) and
therefore the advice we provide is totally unbiased. Only after
discussing your objectives will we research the entire UK market place
on your behalf.
These are the areas of your financial planning that I will be able to help you with
Pensions - Planning your retirement and the level of income required.
- New or existing pension plan.
- Retirement options such as annuities
- Stakeholder pensions
- Executive pension plans
- Self invested personal pensions
- Small self administered schemes
Investments – Making best use of your capital & surplus income.
- Expert investment advice
- Investment bonds
- Unit trusts, individual savings accounts (ISA) and OEICs
- PEP transfers
- Inheritance & capital gains tax*
Protection – Ensuring you have appropriate cover for you and your family.
- Life assurance
- Critical illness protection
- Income protection insurance
Property - Advising on mortgages and repayment strategies
- Guidance on the best mortgage deal for you
- Buy to let mortgages
- Equity release schemes
With the
hectic lifestyles we all experience today, I find that very few people
have the time or often the inclination to manage their financial
affairs effectively. That's hardly surprising as the financial world
we live in is complex and fast changing.
I also recognise that your financial
situation is unique, therefore if financial advice is to be truly
valuable, it must be based on a comprehensive and detailed overview of
your financial circumstances.
As a partner with Positive Solutions, I
have a wide range of expertise and knowledge, developed over many years
to help you fulfil your aims and needs by offering a personal financial
management service. My clients ask me to help them address simple
straightforward issues, and also to resolve complex and multi-faceted
problems. In every situation, I aim to respond with reliable and
personal advice designed to suit your individual requirements. | 
