Financial Planning

We will discuss your financial planning needs and where possible will refer you to a trusted adviser who can assist with tailored advice to meet your financial planning goals.

In order to ensure the mortgage and insurance advice is tailored correctly we will discuss different types of ownership structures for your assets and also your insurance policies. These are typically Trusts, Companies or personal ownership. Should you have existing legal and accounting advisers we will liaise directly with them or alternatively we will refer you to a suitable adviser to ensure the right advice and structures for your circumstances.

 

Ownership Structures

In order to ensure the mortgage and insurance advice is tailored correctly we will discuss different types of ownership structures for your assets and also your insurance policies. These are typically Trusts, Companies or personal ownership. Should you have existing legal and accounting advisers we will liaise directly with them or alternatively we will refer you to a suitable adviser to ensure the right advice and structures for your circumstances.

 

Wills / Estate Planning

When reviewing your finances it is essential that you have current wills in place as this will ensure proceeds from your insurance policies are allocated as you wish.