ADVICE |
INVESTMENTS
Together we discuss in depth what you wish to achieve and your desired
direction, within which you can also involve wider issues.
Unit Trusts/OEICS | Investment Trusts | PEPs/ISAs | UK (onshore) Bonds
|MIPs Offshore Bonds | Saving Plans | Friendly Society Plans
| Access to Sharemarket
The value of some investments may fall as well as rise and you may
not get back the full amount invested.
|
PENSIONS
Weston Associates IFA Ltd use their expertise to show the feasibility
of the various options available to you, the methods which
can help you achieve your goals.
Free standing AVCs | Group personal pension schemes | Executive pension
plan | Personal pension schemes | Self invested personal pension
schemes | Annuities | Phased retirement & income drawdown | Transfer
plans | Group money purchase schemes | Small self administered schemes |
LIFE PROTECTION
Once we establish your views on the various options and the
degree of risk with which you are comfortable. With our best
endeavours
we then provide
the most suitable products to achieve the required results.
Critical illness | Reducing term assurance | Long term care | Level
term assurance | Permanent health insurance | Group life assurance
| Private medical assurance | Combined risk plans | Major medical
expenses | Whole of life assurance |
TAXATION & TRUSTS
Our first objective is to listen carefully to understand your current financial
position and your personal circumstances along with your attitudes
and previous experiences.
Income tax | Corporation tax | Capital gains tax | Inheritance tax
| Wills | Flexible trusts | Life interest trusts | Discretionary
trusts | Accumulation trusts | Overseas (offshore) trusts |
MORTGAGES
General discounts | Commercial mortgages | First time buyer fixed rates
| Adverse credit history mortgages | Fixed rates | Capped rates
| Incentives on the standard variable rate (cash backs) | Long
term fixed rates | Standard variable rates |
YOUR HOME MAYBE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENT
ON YOUR MORTGAGE. |
