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In Partnership Financial Design Ltd

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In Partnership Financial Design Ltd

Overview:

We are completely independent and as a predominantly fee based consultancy; we do not rely on commissions from any investment providers. You can be sure therefore that the advice you are given is completely impartial. We can provide an estimate of the costs involved in relation to a specific project if required.

For Individuals

We can advise on investments, pensions and retirement planning (including pension transfers), offshore investments, life insurance and income protection. We have considerable experience of providing advice in connection with divorce and separation settlements both during the negotiation phase and by subsequently preparing and implementing a financial planning strategy. We also have a particular expertise in Inheritance Tax planning including the use of trusts and of advising on long term care fees planning for older clients.

For Companies

We can advise on keyman, shareholder and business loan protection, group pensions for employees, life insurance schemes and company pensions including self administered plans for Directors.

We are also able to advise on Trustee investments.

Formerly known as: R P Financial Planning Ltd

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