Financial Planning
When planning an appropriate Will, you can often find other issues being uncovered which can be taken care of through focussed financial planning.
Whatever your needs, we can introduce you to a comprehensive Independent Financial Planning Service.
The Service provided by Custodis Financial Planning includes the following:
- Complementary initial Financial Planning Review (at a location to suit you).
- *Mortgage Advice
- Income Protection
- Life Protection
- Critical Illness Protection
- Regular Savings
- Free Analysis of existing Pension Funds
- Investments
- Key Man Insurance
"Planning for a secure future whether for yourself, your family or business is one of the most important steps you will ever take. It is also vital to regularly review your financial situation to take advantage of any developments in legislation or tax law. The lack of meaningful Financial Planning can often lead to devastating financial consequences personally, to one’s family and business’s."
"I would urge everyone to put aside a couple of hours a year to carry out a Financial Review"
Tim Phillips, Director, Custodis.
*Your home may be repossessed if you do not keep up repayments on your mortgage.
