Creating a financial partnership…
We start by reviewing your existing assets (and any liabilities) and discuss 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 fundamentally there are three things that can happen during your life:
We provide 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 clients maximise the benefits available from their pension.
We can guide you through the different options available, making sure your money is invested in the "right areas".
At retirement we aim to ensure that we establish the most appropriate vehicle to provide capital and income for you and also take into consideration your dependants.
With so many different types of investments 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 constantly monitor the financial markets and only recommend financially strong and well known investment companies.
Our aim is to ensure we provide the most appropriate advice and help 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.