Financial and retirement planning
At Dendy Neville we recognise the importance of financial and retirement planning and that this is becoming a more complex area. We have therefore established a close working relationship with a firm of professional Independent Financial Advisers.
Areas of advice on which assistance can be provided are listed below:
- financial planning for individuals & businesses
- pre & post retirement planning
- corporate financial planning
- employee benefits
- employer pensions including NESTS
- investment planning, including Individual Savings Accounts, Collectives Investments, Investment Bonds, Investment Trusts and offshore investments
- savings plans including deposit accounts and National Savings
- school & university fee planning
- trusts & trustee investments
- inheritance tax planning
- mortgages & remortgages
- equity release
- life, critical illness and income protection
- private medical insurance
- financial advice in connection with divorce including pension sharing
- long term care including residential / nursing home fee planning
If you would like to discuss any aspect of financial or retirement planning, please do not hesitate to contact us in order to arrange an introduction.