Savings & Investments
With guidance from an independent financial adviser, you’ll be able to understand, compare and make informed decisions about the diverse range of investment products that can meet your personal circumstances and preferences.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals. Taking into account your personal circumstances, tax opportunities, current and future tax status, attitude to risk and reward and capacity for loss.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals. Taking into account your personal circumstances, tax opportunities, current and future tax status, attitude to risk and reward and capacity for loss.
Protection for you and your family
Be prepared for the unexpected, as you know, when you’re least expecting it, life will always deliver the unforeseen problem, unemployment, an accident, ill health or the death of a wage earner can plunge a family into real hardship.
Protection is about more than simply buying a life insurance policy, it’s about providing peace of mind that your loved ones will remain looked after should the unexpected occur.
Protection is about more than simply buying a life insurance policy, it’s about providing peace of mind that your loved ones will remain looked after should the unexpected occur.
Pensions and Retirement
The age at which you can start to receive your state pension is rising, so whether retirement is far off, or just around the corner, successful retirement planning can help you achieve and maintain the lifestyle you desire.
With the changes in pension legislation, the options available to access your pension savings have become much wider and with the additional choice comes additional complexities. Friar Gate can help you create a robust retirement plan to meet your needs and objectives, this will be reviewed on a regular basis, we believe that reviewing existing pension funds is just as important to maximise growth between now and your anticipated retirement age.
With the changes in pension legislation, the options available to access your pension savings have become much wider and with the additional choice comes additional complexities. Friar Gate can help you create a robust retirement plan to meet your needs and objectives, this will be reviewed on a regular basis, we believe that reviewing existing pension funds is just as important to maximise growth between now and your anticipated retirement age.
Mortgages
For most people, your home will be the largest single investment you will ever make, so making the wrong decision can become a very expensive mistake. Taking the wrong mortgage can end up costing thousands extra over the lifetime of the loan, and what appears to be the cheapest on day one will not always prove to be so over an extended period of time.
Furthermore, to add to the confusion, there are now a bewildering number of mortgage types available to select from. To make a truly informed decision, call us on 01332 380691.
Furthermore, to add to the confusion, there are now a bewildering number of mortgage types available to select from. To make a truly informed decision, call us on 01332 380691.
- Capital & Interest
- Interest Only
- Flexible
- Lifetime Mortgages
- Equity Release
Corporate Financial Planning
It goes without saying that companies require specialist financial planning advice. Too many companies leave this aspect of their business to chance, risking their business in the process. As a business owner or director, your focus will be on providing a financial framework that allows your business to grow and prosper.
Expertise is needed to plan around corporate tax requirements and any implications that arise. Companies have many specialist needs including business protection, partnership protection, key person protection and employee benefit schemes, we will be happy to provide a full business financial planning review.
Expertise is needed to plan around corporate tax requirements and any implications that arise. Companies have many specialist needs including business protection, partnership protection, key person protection and employee benefit schemes, we will be happy to provide a full business financial planning review.
