Financial Services

In the increasingly complex field of financial services, we believe simplicity is the key to financial planning. fft Financial Services Limited will help you to understand where you stand now, where you want to get to, and how to get there - in simple, but effective terms.

We are committed to helping our clients through the maze of financial planning, providing tailored solutions to match your exact requirements. Whether you're an individual looking for a home for your nest egg or an employer looking for pensions and business planning advice, we're here to help.

Our financial planning and review process starts with a face-to-face meeting to discuss your short, medium and long-term objectives. After gathering this information, we will recommend the best strategy for achieving your goals and present the solutions to you in a fair, clear and understandable fashion. We are also happy to review your existing financial planning arrangements to ensure that they are still suitable for your needs.

Our close link with fft enables us to access experts in all fields of taxation, accounting and business planning - giving you the benefit of a proactive and comprehensive service.

Pensions

From our detailed knowledge, we can guide you though the pensions legislation providing advice on:

• Pension schemes for directors/companies


• Personal pension arrangements for sole traders, partnerships and individuals


• Arranging valuations for settlements in cases of separation or divorce


• Self Invested Personal Pensions (SIPPs)


• Small Self-Administered Company Schemes (SSASs)

Protection

We can provide help on a range of plans for individuals and companies including:

• Life assurance, income protection and critical illness cover


• Advising partnerships and companies on key person assurance, partners/directors share protection and group arrangements

Investments

Our independence enables us to select the most suitable vehicle for your investment needs. All appropriate companies and products are examined for financial strength, record of performance and management expertise to ensure they meet with your individual requirements. We advise on a range of investment products including:

• Investment bonds


• ISAs & unit trusts


• Income & Growth Bonds


• Regular savings

Inheritance Tax

There are several courses of action available to help mitigate inheritance tax. In conjunction with fft's tax specialists we can help advise on how best to minimize the impact of this tax.

We can also assist with the planning of wills and trusts and are able to act as executors and trustees giving continued financial advice to family members.

For further information please contact Steve Myers

fft Financial Services Limited is an independently run company and an appointed representative of Burns-Anderson PLC.