Brian Howard
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group pensions
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Financial planning
- Wealth management
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Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
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Mortgages
- Buy to let
- First time buyers
- Remortgage
- Self employed
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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
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life 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
We promise to deliver the service you require to play our part in helping you meet your extensive needs and objectives. We will help you improve your current and future situations, at the same time reducing the burden of new regulations and legislations. This will allow you to concentrate on what you do best – living your life!
Service orientated, we are appreciated as local, friendly, efficient and forward-looking financial planners. Inspiring strong relationships with both our personal and business clients, including the wider community is the lifeblood of our business. Inspiring trust is vital to achieving our aims.
Alternative Financial Planner with access to “specialist” departments and planners, I will tell you the TRUTH about your money and whether you will be able to live the life you want now and in the future. Working with the most up-to-date financial planning technology I can provide detailed analysis of your financial situation pre and post retirement. With the resources available I determine whether your extensive needs and objectives are both possible and realistic. In the WAKEFIELD area, I’m ideally placed to provide whole of market financial services, either at our offices, or in the client's own home if preferred.
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