Boulton Financial Services Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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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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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
-
Financial planning
- Wealth management
38 Deganwy Quay, Deganwy, Conwy, LL31 9DQ
Contact us
We are a friendly and approachable firm specialising in providing independent financial planning solutions to both individuals and businesses.
\ Portfolio Planning
\ Retriement Planning
\ Pensions
\ Protection/Life Assurance
\ Inheritance Tax Planning
We specialise in investment, pensions and protection. We also advise on tax planning such as Capital Gains Tax and Inheritance Tax.
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