Making sure your money is employed in the most efficient manner to meet your objectives. We will agree with you a strategy going forwards and advise on and arrange any transactions required.
If you have any existing arrangements the service will review them and provide a policy summary report with details of charges, terms, the funds you are invested in, exposure to investment risk and related tax issues together with suggestions on improvements.
For an additional fee Robin Keyte will prepare one of his award winning financial planning reports for you.
The financial planning reports include a lifetime cash flow forecast that will assist you in identifying future costs associated with, for instance, children’s university fees, your retirement and care in the home.
This will help you to identify how much you need to save at an assumed rate of return and inform what arrangements you should put in place now and in the future.
Both our financial advice and financial planning service have the ability to take account of your concerns on social, ethical, environmental or religious issues should you wish those to be incorporated in your pension and investment arrangements.