Planning <br />& Protection

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Planning
& Protection

We offer complete financial planning and advice, covering all your needs whether you are an individual, a business or a trust, taking into account your individual objectives and priorities. 

Retirement Planning

Most people recognise that it is wise to plan for their retirement, and that it is important to start planning as early in life as possible. Many do so by contributing to pension arrangements, for most, one of the most tax efficient investments you can make…

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"Planning for retirement sounds daunting, but P&P simplify the whole process & helped me put a plan in place."

R.M (client)

Investments

Many people at different stages of life begin to think about making investments or savings for the future. Whether you are planning for a specific future event - like education expenses or weddings - or you just want to make sure you have a nest egg for the future, it is important to consider carefully your future goals and plan accordingly…

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Protecting My Family

Many people are looking to maximise the level of income they generate from their hard earned savings and investments. Whether you have sold your business, received an inheritance or accumulated capital through saving and investing, you will know the importance of ensuring your capital works hard for you and your family…

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Tax Planning

Tax Planning has an important role to play when considering your financial future. By carefully considering the tax implications of your financial plans we can reduce the amount of tax you have to pay, thereby increasing your disposable income…

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Mortgages

Many people will have seen the interest rate they pay on their mortgage change in recent years, and you may be wondering if you are still getting the best deal that you could be? If your mortgage is calculated at the Standard Variable Rate (SVR) offered by most banks or building societies, then you may be paying too much for your mortgage.

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Our Service Level & Fee Structure

The cost of your tailored report and recommendations, as well as the administration, clerical support and technical expertise required to create it, will be agreed with you on an individual basis. The level of this fee will be dependent upon the amount of work required and will, unless we state otherwise, include the implementation of those recommendations.

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