Seer Green Financial Planning Ltd
Seer Green is a team of qualified experts who provide robust, impartial advice on all matters relating to mortgages, investments, pensions, tax planning, protection and insurance – both personal and corporate.
With our Head Office located in South Wales and clients located throughout the UK, Seer Green is a team of qualified experts who provide robust, impartial advice on all matters relating to mortgages, investments, pensions, tax planning, protection and insurance – both personal and corporate. Corporate solutions: Auto-enrolment & company pension schemes Is your business prepared for the new pensions legislation that compels every employer to deliver a pension scheme for its employees? Insurance & business protection Are your business and your assets adequately protected, and in the most cost-effective way? Directors / shareholders Do you have key-man insurance and / or director / shareholder protection in place? Employee benefit schemes Would you like to enhance your ‘employer brand’ and provide more for your employees? Tax planning & mitigation Is your business operating in the most tax-efficient way? Personal solutions for individuals / families: Pension planning When would you like to retire and how much income will you need? Life assurance How much cash would your family need to maintain their current lifestyle if you were to die prematurely? Income protection Would you require a regular income or a cash sum if you suffered a serious illness or disability? Investments & regular savings Are you making the best use of any spare capital or surplus income? Mortgages Do you want to reduce your current mortgage outlay, are you considering a buy-to-let, or are you moving home?
Address: Somerton House, Hazell Drive, Newport NP10 8FY, United Kingdom
Phone: +44 1633 816 522
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