Finders Financial - Independent Financial Adviser
Specialist Advice
Our specialist advice service provides solutions for more complex financial needs. Some of this is outsourced to professionals in this area and you should contact us to discuss any specialist financial needs that are outlined below.
Tax Planning -
Inheritance Tax Planning
Use of trusts and packaged investment schemes to help mitigate inheritance tax.
The FSA does not regulate some forms of Will Writing and some forms of tax and trust planning
Specialist Pension Solutions
Review of preserved pension benefits from previous employers schemes.
Review of preserved pension benefits from previous or existing personal pension arrangements.
Pension sharing orders on Divorce
For Alternative Retirement Options and Pension Transfers we act as introducers only
Equity Release Lifetime Mortgages and Home Reversion Plans
Equity release involves you either securing borrowing against your home or selling part or all of your home. This can give you a regular income, lump sum or both.
This advert refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
For Equity Release we charge a fee which is normally 1.00% of the loan amount.