Despite being known as a ‘voluntary tax’, the government received more than £4.6 billion in Inheritance Tax (IHT), during the…Read More
Choice Financial Planning
Our Independent Financial Advisers specialise in working with certain types of clients.
This allows us to have a deep understanding of your financial problems and challenges, as well as the possible solutions.
We work best with clients who want a long-term relationship and who value independent financial advice. This allows us to understand your financial objectives and put in place a plan to achieve them, which should be reviewed on a regular basis.
Senior executives & high earners
You enjoy a higher than average income, but this brings with it unique pressures, challenges and concerns.
People with final salary pensions
New rules mean people with Final Salary pensions now have more choices than ever before, but expert advice is essential.
People retiring soon
Used wisely, the new Pension Freedoms rules can give you far more flexibility and a more financially secure retirement.
Company directors & business owners
We understand that your personal and financial futures are closely aligned and both need expert advice.
The end of any relationship is bound to be an emotional time, sorting the finances can be particularly difficult.
People who have already retired
The new Pension Freedom rules mean now is the perfect time to review the decisions you made when you finished work.
"Thank you for the recent visit and the advice that you provided. It is reassuring to see that the money we have invested is working for our future needs. We would like to express out thanks for your work on our behalf over the past few years. Choice Financial Solutions have provided an excellent professional service and clearly have their clients’ interests at heart."
David & Debbie Kent
"This is the second time I have used Choice Financial Solutions and I am pleased to say I would still recommend them. I was kept informed of progress and the advice provided was given in plain English."
"Choice Financial Solutions have been advising me for 10 years. Subsequently, Terry Collins has been working with me to review my pension arrangements as he advised me that my capital was at risk, leaving me in a vulnerable situation. He has also helped me post redundancy regarding the best way to organise my entire financial portfolio. He is a true professional and I cannot thank him enough."
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Life expectancy is one of the most difficult things to factor into your financial plan. Overall, human life expectancy is…Read More