Financial Services
The world of financial services is an ever changing one and the increased legislation, particularly in the areas of pensions, inheritance tax and mortgages, means that specialist advice is essential.
With the options available to our clients becoming more and more complicated we have decided to establish an association with Independent Financial Adviser, Ian Patrick of INK Financial Services. Ian will be part of the team we have here at Clifford Towers. He has been an Independent Financial Adviser for many years and we believe has the knowledge and expertise to ensure that the service offered by INK compliments our own.
Examples of the services that are available on a free initial consultation basis are:
- Lending for commercial, residential and overseas properties.
- Retirement planning.
- Care in retirement planning.
- School fees planning.
- Protection for your family.
- Investment planning.
- Trust and Estate planning.
If you would like to arrange an appointment to see Ian or would like any further information regarding these services please contact us at either our Rugby or Stony Stratford offices.
This company is not authorised under the Financial Services Authority but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
To find out more about our financial services, please call or leave a message on our contact us page and we will get back to you ASAP.