Specialising
in:
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
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.
Help with mitigation, trust planning and passing as much as possible to your children and other beneficiaries
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
in relation to your personal attititude to risk and capacity for loss
Sensitive planning to give your children a step up on the property ladder, provide further money in retirement and coping for later life scenarios
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"
Contact me at tony@tonywelshifa.co.uk
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