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Financial Services - Areas of Business

Pensions

 This is a hugely complex area and we are able to advise the self employed, directors and small businesses. Pension choices include;

  • Personal Pension Plans
  • Executive Pension Plans
  • Stakeholder Pensions
  • Small Self-Administered Schemes
  • Self Invested Personal Pensions
  • FURBS (Funds Unapproved Retirement Benefit Schemes)

Investments

We will be able to advise individuals, trustees, companies and pension funds on a wide range of potential investment vehicles including;

  • Unit Trusts and OEIC's (Open Ended Investment Companies)
  • Individual Savings Accounts
  • PEP Transfers
  • Insurance Company Funds
  • Trustee Investment Accounts (for Pension Funds)
  • Venture Capital Trusts
  • Guaranteed Bonds
  • Deposits
  • Offshore Bonds

Life Assurance

Many individuals and businesses carry insurance against fire, theft and other disasters but forget about basic protection against the financial repercussions of death or ill health;

Individuals

  • Income Protection Cover
  • Critical Illness Insurance
  • Savings Policies
  • Inheritance Tax Cover

Businesses

  • Keyman Protection
  • Shareholder Protection
  • Partnership Insurance
When considering any form of pension, investment or protection cover, it is vital that this is not looked at in isolation but as part of your overall financial planning strategy. JWP Financial Services is able to combine highly qualified technical advice in each of the above areas with the tax planning expertise of your usual partner at J.W. Pickles & Co.