Park View Private Clients Ltd

Independent Financial Adviser  Park View Private Clients Ltd, Norfolk, Norwich, NR14 7XP
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FCA authorised
Last authorised 22nd February 2021
We provide clients with independent financial advice, specialising in clients with accumulated wealth and those either retired or nearing retirement.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MRS Ros Davis DipPFS
Financial Planner and Para-Planner
MR George Utting DipPFS
Managing Director and Financial Planner
About us

George Utting is the Managing Director of Park View Private Clients Ltd, and the founder of the business, which has been running since 2008. Areas of specialism include investment portfolio management/creation, trust investment, pensions on divorce and tax efficient investment solutions, including Inheritance Tax planning.

Our services

At Park View Private Client, our services include:

Investment management, for a combination of growth and/or income
Elderly client advice (including funding long-term care)
Specialist pensions advice, including pensions on divorce, income options and occupational transfers
Estate planning, including advice on inheritance tax schemes and tax solutions (often working together with your solicitor)

We specialise in providing advice to private clients who have accumulated wealth and those who are either retired or nearing retirement.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Park View Private Clients Ltd, Crafton House, Rosebery Business Park, Mentmore Way, Poringland, Norfolk, Norwich, NR14 7XP

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