Dore Financial Ltd
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- 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
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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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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Small business
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Long term care
- Long term care
Just as you invest your time into what you think is most important each day, your finances should be invested and allocated with the same importance.
Tim Couldwell is an IFA with a difference. He is a qualified Chartered Financial Advisor with more than 20 years’ experience of working with the financial markets, Tim is an expert at seeing the bigger picture and explaining how it relates to your specific financial plan.
Tim can show you how to invest your finances in the most effective ways to suit your chosen lifestyle. He shows you how to mix your ambitions with pragmatism, so you can see exactly what you need to do in order to achieve your goals. Most importantly, he makes sure that you understand exactly what you are doing and why.
Tim's investment review process is both thorough and personal. Whether you are interested in new investments or seeking advice on an existing portfolio, he can ensure that they are optimised for your needs and held on the most appropriate platform.
Tim offers a full range of financial planning services, with a particular emphasis on pensions and tax planning. His specialist areas include:
• Occupational / final salary pensions
• Personal pension review
• Investment reviews
• Tax planning (HMRC approved schemes such as EIS and VCT)
In particular, Tim can help you to make the best choices for accessing your pension. He also advises on how best to structure your pension, and can carry out pension transfer analysis using the latest proprietary software.
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