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  • Home
  • Our Company
    • About Us
    • About You
    • How We Work
    • Case Studies
  • Services
    • Financial Planning
      • Introduction to Financial Planning
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • Introduction to Savings & Investments
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
    • Pensions
      • Retirement Planning
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown/Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan
      • National Employment Savings Trust (NEST)
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Wills
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
  • Client Portal
  • Contact Us

Give us a call on 01249 651212 or drop us a message

Contact Us Today

Introduction to Financial Planning

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX PLANNING INCLUDING INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.

There are so many issues to consider when planning your financial future, so we've highlighted some key stages of your financial life to help you.

The stages of your financial life

Lifestyle Priorities > House Deposit > Home Purchase > Marriage/Children > Promotion > Higher Salary > Bigger House > School Fees > Inheritance > Supporting Children > Phased Retirement > Retire Fully > Downsizing > Lower Cash Needs > Long Term Care > Bequests.

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning Could:

  • Help to increase the value of your savings & investments in a tax efficient manner
  • Protect yourself and your dependants' income in case of unforeseen problems
  • Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX PLANNING INCLUDING INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.

There are so many issues to consider when planning your financial future, so we've highlighted some key stages of your financial life to help you.

The stages of your financial life

Lifestyle Priorities > House Deposit > Home Purchase > Marriage/Children > Promotion > Higher Salary > Bigger House > School Fees > Inheritance > Supporting Children > Phased Retirement > Retire Fully > Downsizing > Lower Cash Needs > Long Term Care > Bequests.

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning Could:

  • Help to increase the value of your savings & investments in a tax efficient manner
  • Protect yourself and your dependants' income in case of unforeseen problems
  • Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

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  • Office - Knightsbridge Personal & Corporate Solutions LLP, Lord Wilmot House, 9 Cavalier Court, Chippenham, Wiltshire, SN14 6LH
    Telephone - 01249 651212
  • Email - enquiries@knightsbridgepcs.com

Knightsbridge Personal & Corporate Solutions LLP is an appointed representative of Quilter Financial Services Limited
and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Knightsbridge Personal & Corporate Solutions LLP is registered in England and Wales, Company Number: OC412576.
Registered Address: 27 Old Gloucester Street, London, WC1N 3AX

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

 

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