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Date added: 28 October 2009

Advice worth paying for 

Pension plans, protection for your business and more all under one roof
With the news that the Tories want to raise the state retirement age of men to 66 from 2016, it's time to start thinking about our financial retirement options.
So, who better to ask for some advice than our Local experts – Jonathan James and Daniel Stallard from Grosvenor who provide holistic financial advice to both individuals and businesses.
Whether you're planning for your retirement, would like to reclaim Income Tax or defer Capital Gains Tax paid or wanting to find out ways to protect your business - it can all be done at Grosvenor Swindon.
"We understand how important it is to get the right advice," said Daniel Stallard.
"What we try and do is provide advice on an ongoing basis and forge strong business relationships with our clients," Daniel added.
"We can provide advice in all areas of financial planning including Investments, Retirement planning, Mortgages and Financial Protection
policies in place.
"Our aim is to provide a service that successfully translates complicated issues into manageable ones; to help our clients understand the importance of ‘context’ in making financial agreements, and most of all to ensure that our clients feel comfortable and confident in their dealings with our business."
Important facts:
  • ISA rules changing to a maximum investment of £10,200 from October 6 for people aged 50 and 6/4/10 for anyone else.
  • National Pension Scheme (NPS) from 2012 - more rules for employers regarding pension planning.
  • Pension planning requires action in the UK due to the small number of people taking our their own pensions and plannign for their retirement at an all time low
Grosvenor also provide advice on:
  • Pension planning - personal pensions, Self Invested Pension Plans (SIPPs), Company pensions.
  • Protection - Life Cover / Critical Illness Cover for your Mortgage / Family & Business
  • Investment & Savings - including ISAs, EIS, VCTs, Inheritance Tax Planning etc

For your free / complimentary consultation please email Jonathan and Daniel at info@grosvenorconsultancy.co.uk quoting SwindonWeb. 

For more information visit the Grosvenor website via the link below...
Grosvenor - website
  Grosvenor Consultancy Ltd