Services
These are the areas of your financial planning that we will be able to help you with:
Pensions — Planning your retirement and the level of income required.
- New or existing pension plans
- Retirement options such as annuities, income drawdown/ASP
- Stakeholder pensions
- Executive pension plans
- Self invested personal pensions
- Small self administered schemes
- Group pension schemes
Investments - Making the best use of your capital & surplus income.
- Portfolio constructions and risk analysis
- Investment bonds
- Unit trust/OEICs, ISAs etc
- PEP transfers
- VCTs
- Estate preservation/IHT planning
- Ethical investments
Protection – Ensuring you have appropriate cover for you and your family.
- Keyman, partnership protection schemes
- Life assurance, term, wol
- Critical illness protection
- Income protection assurance
- Private Medical Insurance
- Long term care.
Mortgages
- Remortgages
- Purchases
- Buy to let
- Commercial
- First time buyers
- Mortgage protection insurance
YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU CANNOT MEET REPAYMENTS.
Latest News
Jones Sheridan continues to expand
June 7th, 2010
As a progressive organisation we are also keen to expand our business.
Read more...
Pensions & Divorce
June 7th, 2010
Divorce can have a far reaching impact upon your clients finances long after the decree absolute.
Read more...
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