Services

  • Retirement Advice

    In the biggest shake up of the pensions industry for a generation, new legislation that came into effect in April 2015 has seen all restrictions on access to retirees' pension pots removed, making it easier for you to use your whole fund as you wish. ...

  • Saving & Investment Advice

    We regularly provide our clients with both savings and investments advice. The main types of savings are Instant Access, Cash ISAs, Notice and Fixed Term accounts, and National Savings (NS&I). There is one organisation that offers...

  • Later Life Planning

    As Benjamin Franklin famously said, there are only two certainties in life, death and taxes.

    So, when you’ve worked hard all your life to build up a nest-egg to pass on to your children, it can be hard to see it being eaten away by care fees....

  • Long Term Care Planning

    In 2016, 18% of people in the UK were aged 65 and over, and 2.4% were over the age of 85. Improvements in healthcare and lifestyle mean that more of us are living longer, and many of us will need some form of long-term care. This could be support to...

  • Inheritance Tax Planning

    Inheritance Tax, or IHT as it is commonly known, is a tax on money or possessions you leave behind when you die. The current individual tax-free allowance is £325,000 and this has been frozen by the Government until April 2021. Above...

Ben Walters (DipFA MIFS) Principal, 95 Highfields, Shrewsbury, Shropshire SY2 5PJ

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