Investing money needs careful consideration and you need to be absolutely sure of the risks involved. Here, we explain why pension planning is so important, and describe some of the options available to you. The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. Truly holistic financial advice is not common.It requires independence combined with a creative approach and input from specialists where necessary. In addition, the ability to work closely with clients' other professional advisers, such as their accountant or lawyer, is crucial to delivering the very best client outcomes.
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Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested. This document looks at the different investment vehicles available to the individual investor together with the key points to note.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.
Nobody likes to think about bad things happening to them, so it should probably not be a surprise that many people fail to take out protection insurance that would help them or their family in the case of accident, illness or death. When people consider this kind of cover they typically look to life insurance, but cover that can protect you if you have an accident, or fall ill, is also an important thing to consider. The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased.
A Relevant Life Plan is a death-in-service benefit taken out by a company on behalf of an employee. Key person insurance is an important form of business insurance. There is no legal definition for 'key person insurance'. In general, it can be described as an insurance policy taken out by a business to protect that business for potential financial losses that could arise from the death or extended incapacity of an important member of the business specified on the policy.If your business partner or a shareholder died or became critically ill, have you ever thought what the impact could be?
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Steve Conway
Jul 18, 2021
Colin Gerrard
Jan 29, 2020
Chiltern Consultancy Limited
Aug 20, 2016
Chiltern Consultancy have been awarded HIGHLY COMMENDED in the category Best Adviser, Auto Enrolment Proposition at the Corporate Adviser Awards 2016 acknowledge excellence in the provision and communication of advice and financial products through the workplace. The Awards celebrated those advisers and providers that have brought real innovations to the field of workplace financial services, innovations that have been shown to be valued by both employers and employees at a time of unprecedented change.
