COVID SAFE
We give you the option of a secure video meeting which offers the same, in depth consultation and planning and the chance to ask any questions you may have.
Please do let us know at the outset if this is your preference and we’ll be delighted to facilitate this for you.
Useful Downloads
Included below is a list of useful guides available for download.
Secure Document Transfer
Authority Letter / Information Request
Lifetime Mortgages
Final Salary Pension Guide
Pension Income Withdrawal Tax Reclaim
Click here to download Form P55 download
Simply print complete and then post to HMRC for to reclaim any overpaid tax from your pension withdrawal.You can go online as its quicker and easier to reclaim the tax … just visit https://www.gov.uk/government/publications/flexibly-accessed-pension-payment-repayment-claim-p55 and use the government portal to complete the request online.
Risk Profile Questionnaires & Overview
Stamp Duty Calculator
Vulnerable Persons Policy
Disclosure
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We are not tied to any financial institution and therefore offer you truly independent advice
A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.
If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.
We are happy to serve clients with any level of wealth.
Call 01323 403 444 or use our secure form via the button below.