At Associated Financial Services we can offer a full range of completely independent advice to suit your needs.

For the individual it could simply be a case of reviewing, strengthening and streamlining existing financial plans or a request for a thorough overhaul. From straightforward life cover to complex pension planning, we make the process as pain-free as possible.

For companies and sole traders we offer a service that can include consideration of:

· Corporation Tax

· Key employees

· Profits

· Business Assets

· Corporate Pension Planning

We work closely with our clients to find the products that best meet their personal preferences and individual circumstances, particularly with regard to attitudes to risk and in terms of most effective tax benefits. To make the best recommendation for you, we advise on all investment types including:

· Individual Savings Accounts (ISA's)

· Personal Equity Plans (PEPs)

· Investment Bonds

· Unit Trusts

· Open Ended Investment Contracts (OEICs)

· Investment Trusts

· Ethical Investments

· Pensions inc. Personal
& Self Administered Scheme's

Associated Financial Services is a trading name of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal plc.