Law Financial Planning :: How secure are your finances?

Protect your wealth and family...

Personal Finances

We can offer help in managing your wealth to assess where you are and what you have now, where you aim to go and how to get there !

Planning that route is not the whole answer. Regular checks are important to ensure that you haven't lost the way. Losing the plot could well be expensive … we can help you by

Reviewing and assessing your current situation

Discussing your financial needs and objectives

Agreeing your position with regard to investment risk

Developing a suitable financial plan, which will include the following, as relevant:

optimum cash management

investment strategy

tax efficiency

life assurance

income protection

pension provision

retirement planning

inheritance tax mitigation

long term care provision

equity release and mortgages

Not all products/services are regulated by the FSA

In summary, a positive and personal plan to help you get more out of your money; advice leading to peace of mind.

Your home may be repossessed if you do not keep up repayments on your mortgage.

An equity release arrangement may be represented by a lifetime mortgage. To understand the features and risks, ask for the personalised illustration.

There will be a fee for mortgage advice. The precise amount will be dependent on your circumstances but we estimate it will be £95

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Law Financial Planning Limited 7 Mere Street, Diss, Norfolk, IP22 4AD Tel: 01379 643000 Fax: 01379 650986 advice@lawfinancialplanning.co.uk Company registration no: 03559751 Registered in England and Wales

Legal Information:
The guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

For investments we make recommendations from the whole of the market.

Our Privacy Policy:
You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us, and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of products or services in writing or by telephone.

Law Financial Planning Ltd is authorised and regulated by the Financial Services Authority.

The Financial Services Authority does not regulate Taxation Advice, Will writing and some forms of Mortgages.