FINANCIAL PLANNING
We can introduce you to Winter Rule Financial Planning Ltd (WRFPL)
WRFPL has the freedom and independence to offer 100% impartial advice on all aspects of personal and corporate financial planning. Their service enables you to prepare confidently for the future without anxiety.
WRFPL has a specialist department for personal financial planning. The success of this department has been built on the same values for which our firm has won its long-standing reputation: honesty, integrity, and a swift response to all enquiries from clients. An initial consultation costs you nothing.
100% impartial personal financial planning
WRFPL has no links with any financial institution and so is free to offer 100% impartial advice. It's financial planning specialists constantly monitor the products offered by insurance, pensions and investment companies and are able to recommend whichever one is best suited to your particular circumstances.
Fully regulated (internally as well as externally)
All the financial planning advice given by WRFPL is authorised and regulated by the Financial Services Authority.
Keen to save you money through imaginative tax planning
WRFPL is fully conversant with the UK’s complex tax structures and can work with our tax department to minimise the tax bill in your particular circumstances. By helping you reorganise your affairs, the aim is to reduce every tax bill for which you might become liable: income tax, capital gains tax, inheritance tax and even value added tax.
Draw on expert knowledge of life assurance and pensions
The first stage in personal financial planning is insurance protection for the individual. Consequently, WRFPL maintains in-depth knowledge of plans for life cover, serious illness, medical and health insurance. This knowledge will help you achieve maximum cover at minimum cost. WRFPL constantly monitor's the investment performance and benefits offered by all major pensions companies so that they can recommend the plan that best suits your circumstances. They advise on everything from executive pension schemes and small self-administered schemes to additional voluntary contributions, personal pension plans and stakeholder schemes for the employed and self-employed.
WRFPL can help you achieve a well-balanced investment strategy
According to your current needs and future plans, WRFPL can help you devise an investment strategy that produces high income, capital growth, future funds for school fees, funds for repayment of loans or any other specific requirement you may have. In all cases WRFPL aim's to achieve maximum stability and to balance the risk involved against your current status. For specific investments in the stock market or property, WRFPL may refer you to the appropriate specialists. WRFPL also advise on the benefits of trusts and can help you set them up.
Contact
Winter Rule Financial Planning Limited is a Company registered in England No.5413603 Registered Office: Lowin House, Tregolls Road, Truro
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