Isamor Financial Planning Services Ltd
Holistic Financial Planning All In One Place
Financial Objectives and Goals
We will discuss your financial objectives and goals, the areas you wish to focus on, and the timescales you are looking to work to. We want you to dream big, and we will always be honest about what’s realistic. Where we feel something can be done, we offer the most up to the minute practical solution for getting you there.
Investments
The art of sound investment planning sits at the heart of helping you to reach your key financial objectives. Our dedicated risk profiling system and breadth of investment solutions will enable your adviser to develop alongside you a range of strategies designed to align with your longer term financial goals.
Protection
We can provide you with expert advice on the most effective means of protecting your financial future and the long-term security of your family, should any difficult circumstances arise.
Retirement
Planning for your future retirement and managing the period of retirement has become increasingly important, especially with people living longer and the wider choices now available when you come to access your pension fund. With increasing good health in our mature years, the length of retirement means we need to ensure we plan a long-term and reliable income stream for you to comfortably fund this life stage.
SME & Corporate Business
The success of your business is equally as important to your personal financial planning objectives. We will work with you to ensure the future financial resilience and success of business owners, partners and staff. Business solutions for the one-person startup through to corporate structures delivered by qualified IFA's with experienced in business.
Estate & Inheritance Tax Planning
Successful estate planning helps you control the amount of tax you pay on the wealth you create. We will help you create and estate plan that will serve to protect and preserve your assets to the greatest extent possible, so that they may be passed to your loved ones rather than consumed by taxes and health care costs.