What We Do >>
- The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
- Your home may be repossessed if you do not keep up repayments on your mortgage.
- Will Writing, Trusts and Estate Planning are not regulated by the Financial Conduct Authority
- Will Writing is not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for these aspects of our business.
Our goal is simple, we want you and those who depend on you to have a more financially secure and prosperous future.
We take a broad perspective which we believe is essential for effective holistic financial planning and offer a wide range of services, including advice on protection, all types of pension schemes, retirement income, investment, inheritance tax planning. We will evaluate and assess your existing provisions, building upon these and take into account any tax allowances you may be entitled to.
Our recommendations are underpinned by research capabilities and due diligence which have been performed across the whole of the market. This results in a selected panel of funds, platforms and product providers being put forward to meet most client needs and situations. Panelling takes into account such issues as:
Where a client’s best interest is not met through the panel it becomes necessary to go “off panel”, this will require additional research.
We believe in providing a high quality service, with the emphasis on building long-term relationships. We take a broad perspective which we believe is essential for holistic financial planning and where the services of a specialist are required we will be happy to work with your existing advisers or make recommendations to our trusted associates.
Products and Services
Whether you want a comprehensive financial plan or specific advice around:
We are here to help - The Benefits of Using a Financial Planner
Have you worked for a number of employers and have left pension benefits behind? Not entirely sure what benefits you have? Any guaranteed annuities ? Can you even locate those policy documents or pensions plans ? Our Policy Detective service can help , policies can be traced, the benefits explained and advice given. Get in Contact.
Image courtesy of nuttakit / FreeDigitalPhotos.net.
This often goes hand in hand with our policy detective service - the focus here is more orientated towards goals based financial planning and shortfall analysis.
Working with you to make sure that what ever happens in your lifetime, your goals can still be achieved and whatever you value is protected. Take a look at the How We Do It section where you can download our free checklists to help focus on some of the issues.
Take me there.
I'm lucky, as a financial planner I get to meet some brilliant people who trust me to advise and guide them with some really important life decisions. In this section of the website these are real life examples of "What We Do". Take me There