Advice & Wealth Management Solutions LLP
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Expatriate finances
- EEA
- Rest of world
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
We do three things for our clients and expect one in return. We help them:-
1) Simplify their financial lives and achieve their ambitions
2) Generate the necessary income to sustain the lifestyle they require now and in retirement.
3) Build a legacy for following generations or charitable causes.
What we expect in return: should our clients have a questions on anything pertaining to their finances, we expect to be the first phone call. We want to be your first choice as a financial adviser.
With the recent changes in Pension Legislation be reassured that we specialise in Pension advice and we have full pension transfer permissions which include being able to advise on Final Salary Transfers, Occupational Pension Schemes & Personal Pensions.
What can you expect from us ? Good honest straight forward financial advice. That's why we continue to attract new clients and retain our existing clients.
We can meet you at our offices in Glasgow or arrange a home visit throughout Central Scotland, whatever is easier for you.
Any initial meeting of any duration is free of charge.
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