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
· Protection
· 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
When designing your investment portfolio, we take into account all key considerations before recommending the correct 'home' for your money.
Independent Financial Advice
Associated Financial Services is an appointed representative of Sage Financial Services, which is authorised and regulated by the Financial Services Authority.
Sage Financial Services Ltd is entered on the FSA register www.fsa.gov.uk under reference 150452.
The FSA do not regulate some forms of mortgages or inheritance tax planning.
Sage Financial Services Ltd. Registered Office 1 Threadneedle St, London EC2R 8JX. Registered in England and Wales No 3434648.
The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime.
© 2007 Associated Financial Services, Solihull | All rights reserved Contact Us
AFS are Independant Financial Advisors specialising in Pensions, Mortgages, ISAs, PEPs, Investment Bonds, Unit Trusts, OEICs, Investment Trusts, Ethical Investments, Capital Gains Management, Building and Contents Insurance, Corporate Tax, Profits, Business Assets, Coporate Pension Planning
