Jeff Winter
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Buy to let
- Buying first home
- Next home / Remortgaging
- Self-employed mortgages
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Financial planning
- Wealth management
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Investments
- ISAs
- Investing for income
- OEICs
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
7 Dawnay Garth, Shipton by Beningbrough, York, North Yorkshire, YO30 1BH
Financial Planner with access to ‘specialist’ departments and technology, currently focusing on Pension Auto Enrolment and pension payment flexibility. I will tell you the TRUTH about your money, identifying what risks, if any, you need to take and whether you can live the life you want now and in the future. I can provide detailed analysis of your financial situation pre and post retirement, determining whether your extensive needs and objectives are both possible and realistic.
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 imp[rove 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-thinking financial planners. We look to inspire strong relationships, with personal and business clients alike, along with the wider community. Giving trust, the lifeblood of our business, is vital to achieving our aims.
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