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Financial Advisor Lancaster | Retirement Planning | Tax Planning

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Financial Advisor Lancaster | Retirement Planning | Tax Planning

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Financial Advisor Lancaster | Retirement Planning | Tax Planning

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Financial Advisor Lancaster | Retirement Planning | Tax Planning

Some text 1

Financial Advisor Lancaster | Retirement Planning | Tax Planning

Some text 2

Financial Advisor Lancaster | Retirement Planning | Tax Planning

Some text 3

Financial Advisor Lancaster | Retirement Planning | Tax Planning

Some text 4

Financial Advisor Lancaster | Retirement Planning | Tax Planning

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Financial Advisor Lancaster | Retirement Planning | Tax Planning

Our Services - IFA in Lancaster

G When we first meet to discuss your needs, you may not actually be sure what services you require. It is my job to help you decide by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals.

F To contact Tony Walker Financial Planning, email us on info@financialadvisorlancaster.co.uk. Alternatively you can call us on 01524 406396 or 07841 023434.

Coins

Protection

WHOLE OF LIFE: This form of cover provides a payment on death, regardless of when death occurs.

LIFE ASSURANCE: This form of cover provides peace of mind that your dependents will be financially provided for should you pass away.

CRITICAL ILLNESS: Critical illness cover is an insurance product, where the insurer is contracted to pay out a lump sum cash payment if the policyholder is diagnosed with one of the critical illnesses listed in the insurance policy.

INCOME PROTECTION: Income protection cover pays out a regular monthly amount in the case of you being unable to work due to illness or injury.

Books

Savings and Investment

ISA's: An ISA(Individual Savings Account) is designed to enable an individual to save without paying Capital Gains Tax (CGT) on their savings/investments.

UNIT TRUSTS: An investment fund shared by a large number of different investors who pool their money.

OEICS: An Open-Ended Investment Company (OEIC) is a type of collective investment scheme

INVESTMENT BONDS: Investment Bonds are life insurance policies in which you can invest a lump sum, which goes into a variety of funds.

SAVINGS: Regular contributions, payments or the use of surplus income to help achieve a future capital need.

Retirement Planning

Retirement Planning

STAKEHOLDER PENSIONS/ PERSONAL PENSIONS /SIPP: An investment that receives preferential tax treatment to encourage people to save for their retirement.

ANNUITIES: Using a pension fund an annuity is a regular payment from an annuity provider, this is designed to give the policyholder an income for life after retirement.

Tax Image

Tax Planning

To ensure that you are utilising all available tax efficient investment vehicles to enable you to maximise your investment & income return.

Wealth Estate Planning

Wealth Estate Planning

MAKING A WILL: This is the only way to ensure your wishes are carried out after your death.

INHERITANCE TAX PLANNING: This is an assessment and review of the value of your estate in order to help mitigate any potential liability to inheritance tax and optimise the passing of wealth to your beneficiaries.

Bars

Legal

Tony Walker Financial Planning Services is authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales, FCA Number 594144.