Creating a financial partnership…
We start by reviewing your existing assets and liabilities and discussing your short and longer term objectives. Step by step we can build a working relationship to help you accomplish your goals.
Financial Planning can be a very complicated matter, but there are three
fundamental things that can happen during your life:
We can provide you with advice to cover all eventualities.
It is important to consider your pension needs at an early stage.
What sort of lifestyle do you imagine you will have when you retire?
As the population is living longer we all need to build a bigger fund for our retirement. We aim to help all of our clients maximise the benefits available from their pension.
We can guide you through the different options available, making sure your money is invested in areas we believe will offer the greatest growth potential.
At retirement we aim to ensure that we establish the most appropriate vehicle to provide income for you and also take into consideration your dependants.
With so many different types of investment available and with the financial markets constantly changing it is essential that we select the most appropriate plans for your financial circumstances. Your money needs to be in the safest and most profitable place, depending on your attitude to risk.
We can offer exclusive plans based on your own needs. We are constantly monitoring the markets and work closely with well known insurance companies and investment houses.
We follow a number of investment analysts, some of whom forecasted the 2008 banking crisis many years beforehand. This helped us to ensure our clients' assets were invested in the "right place".
We keep a close eye on all aspects of the investment world to ensure we provide the most appropriate advice and help you construct a portfolio to meet your short and longer term objectives whilst utilising all available tax allowances.
We offer consultancy to companies and charitable foundations regarding all aspects of employee benefit arrangements including:
We can offer advice on a one to one basis or make group presentations to your staff so that they can understand and appreciate the valuable benefits you provide.
Tel: 01992 586000
Barbican IFA Ltd
50 St Andrew Street
Or use our contact form.
Life has so many surprises it's best to be prepared and have a partner you can count on. See our Financial Planning section to find out more
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.