Financial Planning Andover
With over 25 years of experience financial planning in Dover, the interests of our clients is of paramount importance. We embrace the ideals of service quality and efficiency.
Financial Planning Andover – Services We Offer
We specialise in:
Investment Planning
In choosing any investment, your attitude to risk and capacity for loss will be considered as over time, then may change that your attitude to investment risk and your capacity for loss currently reflect where you are invested now?
Retirement Planning
Retirement planning is not just about pensions. So in considering your retirement goals. We can provide advice on pensions, investments, savings and property, and the most tax efficient way of providing your income in retirement.
Inheritance Tax, Wills and Trust Planning
We will endeavour to ensure that you have in place a will and lasting power of attorney and that your estate pays the minimum amount of tax on your death and that the funds go to the right person at the right moment at the right time, with the minimum of distress and taxation.
Family and Business Protection
We will advise on the most suitable form of protection to meet any unforeseen circumstances which may affect your standard of living. For example, loss of income, suffering a critical illness or total disability or a family bereavement.
Care Fees Planning
Having built up their wealth. We can advise on how to fund your loved one’s care in later life, providing peace of mind that the care costs are provided for life, thereby preserving the balance of their estate to pass on to your beneficiaries