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Accountancy & Tax Planning

Indigo Financial Advice Ltd

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Indigo Financial Advice Ltd

Overview:

Discover..

Fully understanding you, your finances, your objectives and priorities allows our qualified advisers to focus on what’s most important for you and develop your financial goals into tangible ideals. By learning about Indigo’s tried and trusted proposition you can promptly establish where we can add the most value.

Plan..

A report which makes specific and realistic recommendations on how to get from A to B, highlighting any financial “gaps” and putting real numbers around what you want to achieve across all timelines. Tax mitigation, risk assessment, cash-flow planning (inc. debt management) and investment strategies combine to offer you an all-encompassing summary of you and your financial world.

Relax..

Our range of tailored service levels ensure that everyone receives the on-going after-care that’s right for their circumstances and budget, whether it’s a simple annual telephone review through to half-yearly face to face financial health-checks. Tracking your Plan’s progress, understanding and reacting to your changes, monitoring your investment strategies and managing risk are all an integral part of these on-going services.

How we can help..

We provide financial solutions for you and your business. These include:
Annuities & Drawdown
Auto-enrolment (pensions)
Investments
Group Life Assurance
Pensions
Shareholder Protection
Life Assurance
Critical Illness cover
Income Protection
Keyman Assurance
Mortgages
Estate Planning
Equity Release
Cash-flow Modelling*

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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