Financial Services

Financial Services For Businesses

Companies require specialist financial advice because of the importance of their staff and because of the corporate and tax laws which affect them.

Our sister company, Coleman Financial Services Ltd, can provide specialist advice on a range of topics, including:

Corporate Pensions - including SIPPs, SSASs, Occupational Schemes

Shareholder Protection - succession planning using life assurance

Key Person Protection - life assurance and critical illness plans

Employee Benefits - Income Protection, Death in Service, Medical Insurance, Group Pension Schemes

Financial Services For Individuals

Making sure that you have a sound financial plan in place aimed at meeting your financial objectives at various milestones in your life is vital. Our sister company, Coleman Financial Services Ltd, can assist you by listening to your needs, and offering clear, jargon free advice on the most appropriate financial products for your personal circumstances. Some of the areas we specialise in are:

A full review of your existing arrangements

Inheritance Tax Planning - reducing liabilities, the use of trusts, investments, life assurance etc

Family Protection - life assurance, income protection and critical illness plans

Savings & Investments - regular or lump sum, onshore and offshore

Mortgages - independent advice on your mortgage requirements

School Fees Planning - immediate and future school fees funding

Long Term Care - immediate needs and funding for potential future costs

For more information on Coleman Financial Services Ltd, please enter their website via the link below:-

Coleman Financial Services Ltd is authorised and regulated by the Financial Services Authority. Not all the products and services mentioned above are regulated by the FSA

 

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