Financial Services

Perry Appleton Financial Management Limited has a team of extremely experienced advisers who offer specialist advice and guidance to both Corporate and Personal clients.

The core areas of our business include Protection, Retirement Planning, Investments and Mortgages, with Tax Planning forming an integral element of any recommendation.

Corporate clients can protect their business against the death of a Key Employee, with Director Share Protection ensuring that sufficient capital is made available for the benefit of both the business and the Directors’ families.

Individual Life covers can be arranged to protect your mortgage or loans, with Family Protection providing continued peace of mind.

Corporate Pension Schemes can be specifically tailored to meet the specialist needs of Company Directors, allowing for direct input into the investment process, with structured Schemes also being available to provide benefits for your employees.

Personal Retirement Planning continues to feature high on all parties political agendas and we are able to tailor Schemes to match individual needs and provide ongoing flexibility.

Whether you are investing for growth, income or as part of a Tax Planning strategy, control of investment risk is an integral part of our recommendation process. Initial strategies are individually tailored to match each clients’ needs utilising leading edge technology, whilst portfolios can be regularly reviewed to monitor and control the ongoing risk strategy.

Raising finance whether for house purchase or release of capital for any legal purpose is dealt with by specialist and qualified advisers. Equally, if you simply wish to review your interest rate and arrange more competitive terms, this can also be accommodated and your rates can be regularly reviewed to try and ensure your terms remain competitive over the life of your mortgage.

In addition to the core elements of our business we also have extensive expertise in the following areas:

• Pension Sharing Orders
• Provision of Income in Retirement
• Annuity Purchase
• Inheritance Tax Planning
• Group Life Schemes
• Income Protection
• Restructuring of Debt
• Corporate Seminars
• Self Invested Personal Pensions
• Matrimonial Finance Settlements

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

https://midas.standardlifewrap.com/

Independent Financial Advisors