Following repeated requests from clients, Stern & Company are delighted to launch Stern Financial Planning with effect from Monday, June 15th 2005.
We have been asked many times to provide a dedicated financial planning service to compliment the excellent service we currently provide in our tax and audit departments.
The new Company is regulated by the FSA and will be providing Independent Financial Advice across the whole range of investment, retirement,protection and mortgage products. The advisory team are all experienced financial advisors, each with their own area of expertise.
Services will cover a wide range, including:
Protection
Whether you are an individual with a family or a shareholder in a business it is most important to review your life assurance cover. There are many schemes on the market which are flexible and cost effective to implement. Rates have fallen considerably over the last few years and it may be a good time to review any
arrangements you have and to see whether they are still relevant to your current situation. Our sophisticated research systems can help provide you with the right solution to protecting both your family and your business.
Mortgages
There will be a new mortgage department, supported by state of the art software to source both residential and commercial borrowing requirements. Our experienced staff will advise you of the most suitable options available to you.
Inheritance Tax
The new company offers specialists in Inheritance Tax Planning, which is ideal for those people who want to know how to mitigate and plan for tax liabilities. We will show you how you can hold onto your wealth and keep it out of the hands of the Inland Revenue. A meeting with one of our advisers will result in a tailor made solution being prepared for you.
Pensions
Are you familiar with the new pension legislation arriving in April 2006? It would now be an appropriate time to review your retirement planning strategies and to see if you will be affected by the new rules, or how you can take advantage of the pre April 2006 opportunities which may not be available after that date.
Wealth Management
Whether you are a private investor, pension trustee or have surplus cash on your balance sheet, it is important to make the right investment decisions. Our new Wealth Management Service will provide bespoke solutions with constant monitoring and advice being given. There is still a certain amount of volatility in investment markets and now more than ever, professional advice is needed to ensure that your needs, aspirations and attitude to risk are fully reflected in the advice you are given.
Financial Health Check
Apply online today for a Financial Health Check by a professional advisor or call us on 020 8354 9000
Date:24 June 2005
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