All Things Financial Ltd
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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
-
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
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Long Term Care
- Long term care
City Point, Temple Gate, Bristol, BS1 6PL
We have been advising as All Things Finncial since 2004 although an adviser since 1983. We get people to see their financial life as a Jigsaw puzzle, you have a good idea of what it should look like, but some of the pieces are missing, some are broken and some have been put in the wrong place. Our job is to repossition the pieces that are in the wrong place, mend the broken ones and replace the missing ones, so that the picture is once again complete, clear and understood.
Three separate stages of planning for your future. Lifestyle Planning where we get to know all about you, what do you want out of life? When do you want it? What does it look like?
Financial Planning is creating the plan to ensure that your goals and aspirations can be met and that you will NEVER run out of money.
Financial Advice, the boring bit. If a product or service is needed we research the market and advise on and implement this to meet with your plans requirements.
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