Independent Financial Adviser in Berkshire

Services

Specialising in:

  • Investments, Equity ISAs and ISA transfers
  • Pension planning both pre and post retirement.  Income in retirement planning. Auto-enrolment for small companies.
  • Inheritance Tax Planning,
  • Personal Insurance, 
  • Fund performance analysis, 
  • Equity Release and Care Fees Planning

  

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Investments, Equity ISAs and Unit Trusts

Full analysis of fund performance, how well it has done over time and full explanation of what it is doing for you. Potentially getting a better deal than a cash ISA

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Pension and income in retirement planning

Fund performance and charging structures of existing plans, pension transfers and amalgamations, when and whether to take an annuity or income drawdown at retirement, enhanced annuities.

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Inheritance Tax Planning

Help with mitigation, trust planning and passing as much as possible to your children and other beneficiaries

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Personal Insurance

Life cover, critical illness, mortage protection, protecting your income in the event of illness and disability, key man insurance, relevant life plans and other business covers

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 Fund performance analysis

 in relation to your personal attititude to risk and capacity for loss

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Equity Release and Care Fees

Sensitive planning to give your children a step up on the property ladder, provide further money in retirement and coping for later life scenarios

  

Other Info

Every individual has a different attitude to their financial affairs depending on their age and personal circumstances.  I aim to make the best out of what you have, your personal aspirations in life and to cover all eventualities that might be thrown at you during your life journey both for you, your partner and children.

"For ISA, bond, personal insurance and pension, Tony Welsh is the name you should mention"

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