|
In the real world, our wants rarely match our needs.
You may ‘want’ to retire at 50, but without the right advice, it’s probable that you’ll ‘need’ to plan for retirement at 60 or 65. So, our role is to help you plan and structure your finances successfully, so that your needs help you to achieve your wants.
How do we do this? We start by asking you the right questions - questions that identify your aims, responsibilities, commitments and objectives. From this we work with you to create a clear, logical solution to meet your goals and aspirations, and we explain every step of the way in plain, concise terms.
This means that you can make informed, independent decisions based on the best possible assessment of your situation.
Call us today for more information and to arrange a consultation.
Our financial services cover the following broad areas:
 in an uncertain world, it’s reassuring to know that your immediate financial responsibilities towards your loved ones and your business interests are fully protected. With Buchanan Johnston Flynn Limited, you have access to the best Life Assurance, Income Protection and Critical Illness cover on the market, including:
- Family Protection
- Business Protection including ‘Keyman’ insurance
- Mortgage and Loan Protection
- Critical Illness Cover
- Income Protection Cover
|
back to top
the world of financial planning is a maze. We are your guide. We’ll help you develop an investment strategy that’s tailored to your individual needs, wants and objectives, encompassing all the products below, and more:
- Deposit accounts, ISAs
- Unit Trusts/OEICs, Offshore Investments
- Equity Portfolios
- VCTS
- Investment Bonds
- National Savings
|
back to top
we can advise you on any type of pension, including:
- Group and Personal Pensions
- Company Pension Schemes
- Stakeholder Pensions Schemes
- SIPPs
- SSASs
|
We can also review your existing pension arrangements to make sure they’re on target for your retirement needs.
back to top
no one wants to give more to the Inland Revenue than they have to. But many of us do so, either through ignorance or apathy. It doesn’t have to happen.
Here’s why:
- Income Tax: we’ll help you make sure you’re not paying too much or too little tax on your income by maximising use of your personal tax allowances and by exploiting the range of tax free investment opportunities currently on the market.
- Capital Gains Tax: we’ll show you how to make full use of your Capital Gains Tax allowance.
- Inheritance Tax: our detailed understanding of this area means that we can help you minimise the impact of Inheritance Tax through careful planning and use of existing allowances.
|
Have you a particular requirement you’d like to discuss? If so, call us today.
Information and/or advice intended for UK residents only.
back to top
|
