We are whole-of market (i.e. fully independent) Financial Advisers with offices in Central London & Hornchurch in Essex.
Our lead adviser Bill Paice has over 25 years’ experience helping clients make sense of their financial planning
We are ideally placed to advise clients throughout London via our city based office at 44 Grosvenor Gardens, Victoria, London SW1W 0EB.
We advise on all areas of retirement planning, incorporating tax savings advice wherever possible. This includes Final Salary (defined benefit - DB) and other pensions and transfers, SIPPs and annuities.
We also specialise in investments, portfolio design and maintenance, incorporating ISA, unit trust / OEIC (open ended investment companies), Exchange Traded Funds (ETF), VCT (Venture Capital Trust), and EIS. Your tax position is important and we take care to maximise efficiencies.
We also advise on Estate Planning and IHT mitigation.
We also advise on traditional areas such as life insurance, critical illness and other protection products.
Bill is particularly good at identifying client's needs and clarifying their objectives. He enjoys investment work (including pensions and SIPPs) and spends much of his time managing clients' money, he has a good tax knowledge which aids sensible tax planning, obtaining even better results.
Paice Financial Planning offers a defined benefit pension transfer service.
With corporate clients we can distinguish the opportunities for owners and their planning needs through the company or as individuals.
Please see our testimonials page on the website.
Your home may be repossessed if you do not keep up repayments on your mortgage.
42-44 Grosvenor Gardens, London, SW1W 0EB
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