Farrell Financial Planning are an independent company offering impartial independent whole of market financial advice. St. James’s Place guarantees the suitability of the advice given by members of the Pension Advisor Edinburgh St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.
With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice , case complexity and risk is forcing advisers to take a hard line when it comes to accepting clients and deciding on what to charge them.
We’ll listen carefully to you and you can be confident that we will provide the best available ‘one off’ regulated product or solution if that is what you require, alternatively we can provide you with the ongoing clarity and reassurance of regular financial reviews and longer term pension planning, saving or investing.
Paraplanner £26,000 to £32,000 plus benefits Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.
We understand if you don’t want to ‘DIY’ your financial affairs, being reduced to a ‘Plan number’ when dealing with hard earned savings, or to make important decisions based on a government website or the say so of a customer services representative – no matter how pleasant or helpful they may be. Appointing us to act on your behalf will simplify things for you and provide the help you need, while at the same time applying our considerable professional knowledge and experience to optimising your position.
To discuss your personal finances and retirement planning, get in touch. Your Money has a network of 22,000 advisers. Mark offers advice on all areas of financial planning and supports clients to formulate and understand their plans for the future. At worst its a potential minefield of incomprehensible rules, scams, poor investments and hidden costs or tax charges.
I have been quoted £6k upfront costs plus 1% annual charge, which cannot be avoided as the IFA is obliged to provide post transfer investment advice for my benefit”. James delivers independent holistic financial planning to high net worth individuals and their families in order for them to meet their objectives in a tax-efficient manner.
The Financial Conduct Authority does not regulate Tax Planning and Estate Planning. Our goal is to provide jargon-free, independent financial advice that makes retiring as simple as possible. Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.
He helps clients across a broad range of areas including protecting their wealth, retirement planning, investment structuring, and has a particular interest in advising on complex tax and succession planning. Knowledge of financial services regulatory and legislative frameworks.
Whatever you want from your wealth, you can plan your financial future with Tilney in Edinburgh. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
Restricted ‘whole of market’ means advisers who can offer available products from all companies, but who may specialise in a particular area, such as pensions. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.
The Love of Pugh 998 