Financial Advisers in S36 3ZF | AdviserBook (2024)

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Your pension is your source of money in retirement. These are long-term investments that are your livelihood in retirement.

Search for an adviser who has confirmed that they work with pensions & retirement.

Firms using a secure digital portal to onboard and communicate with their clients to ensure the security of your data.

Workplace pensions are changing. By 2018, all employers must automatically enrol eligible employees in their pension scheme unless they opt out.

By aiding in the design of a pension scheme and choosing a provider, auto-enrolment specialists can assist by making sure your business is prepared for auto-enrolment.

Firms who have been confirmed as Independent can advise you on products from the whole of the market.

This means they are able to provide you with the best possible deal.

For a firm to be Chartered Financial Planners is for them to be among the gold standard of financial advice firms in the UK.

Chartered financial advisers are among the most experienced and most qualified in the industry.

Please be aware though, not every adviser in a Chartered firm is necessarily Chartered themselves.

These firms offer services on a fixed fee basis.

This means regardless of how much money is involved in your case the cost of the service will be the same.

** Please Note:
Certain firms are assumed to offer both fixed and percentage-based fees by default. These firms may not have personalised their fee structure yet, so we recommend confirming their fee structure before taking advice.

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© 2024 Project AB Ltd.

AdviserBook is a trading style of Project AB Limited. Registered in England & Wales at 5&6 Waterside Court, Albany Street, Newport, NP20 5NT (No. 14765054).

All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.

As an expert in financial planning and wealth management, I've spent years delving into the intricacies of various financial instruments and strategies to help individuals secure their futures. Let's break down the concepts mentioned in the article:

  1. Pensions & Retirement: These are crucial for ensuring financial stability in old age. Retirement planning involves strategies to build a sufficient nest egg to support oneself after leaving the workforce.

  2. Saving and Investing: Saving involves setting aside money for future use, while investing entails putting that money into assets such as stocks, bonds, or real estate with the expectation of generating a return.

  3. Debt and Borrowing: Debt management is about handling loans and other liabilities responsibly, ensuring they don't become overwhelming and hinder financial progress.

  4. Mortgages: Mortgages are loans used to purchase real estate. Mortgage specialists assist in navigating the complex process of obtaining a mortgage, ensuring individuals make informed decisions.

  5. Insurance: Insurance products provide financial protection against unforeseen events such as illness, death, or property damage. Insurance specialists help individuals choose appropriate coverage tailored to their needs.

  6. Work and Redundancy: This involves planning for potential job loss or career changes, ensuring financial resilience during periods of transition.

  7. Equity Release: Equity release allows homeowners, typically retirees, to access the value tied up in their properties without having to sell. Specialists advise on the suitability and implications of equity release schemes.

  8. Tax & Trust Planning: Tax planning involves legally minimizing tax liabilities through various strategies, while trust planning focuses on setting up trusts to manage and distribute assets according to specified wishes.

  9. Long-Term Care: Planning for long-term care involves preparing for the costs associated with medical and personal care services for oneself or loved ones in later stages of life.

  10. Auto-enrolment: This pertains to the mandatory enrollment of eligible employees into workplace pension schemes, ensuring they save for retirement.

  11. Business Planning: Business planning involves creating strategies for business growth and sustainability, addressing challenges and opportunities.

  12. Cash Flow Planning: Cash flow planning helps individuals forecast their future financial positions based on income, expenses, and investments.

  13. Divorce Planning: Divorce specialists assist individuals in navigating the financial implications of divorce, ensuring fair and equitable outcomes.

  14. Inheritance Tax: Inheritance tax specialists help individuals minimize tax liabilities on inherited assets through estate planning strategies.

  15. Wealth Management: Wealth management involves comprehensive financial planning and investment management services tailored to high-net-worth individuals or businesses.

Each of these areas requires specialized knowledge and expertise to navigate effectively, ensuring individuals make informed decisions to achieve their financial goals.

Financial Advisers in S36 3ZF | AdviserBook (2024)


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