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Financial Serviceshfs feltonpumphrey - Financial Services hfsfeltonpumphrey Financial Services Limited is the in house financial advisory arm of Felton Pumphrey. As professional wealth managers and independent financial advisers we are authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with personal and corporate financial planning. We listen to your needs, and offer clear, no jargon advice on the most appropriate financial products for your particular circumstances. We deal with financial services work introduced by Felton Pumphrey and are completely independent as an appointed representative of HFS Milbourne Financial Services Limited, which is authorised and regulated by the Financial Services Authority. Services Our services include: • Investment advice and portfolio management Investment Advice and Portfolio Management When selecting the most appropriate savings and investment schemes, it is important to consider not just the funds available, but also individual circumstances and requirements. Retirement Planning and Pensions Planning financial security for yourself, your family and your dependents is important. There are many areas to consider, and when you are fully committed to your business and home life it is sometimes difficult to keep your affairs fully up to date. Our expertise includes consolidating old style pension schemes, self invested personal pensions, annuities and income drawdown. Tax Planning We can help you to maximise your tax allowances and where appropriate utilise offshore investments and other tax efficient arrangements. Estate Planning With specialist tax advice and the use of Inheritance Tax efficient investments and the use of Trusts we can help reduce your inheritance tax liabilities, Mortgages and Finance Our mortgage advisory service gives you access to over 4,000 mortgage schemes for such things as: • Residential purchase or remortgage There may be a fee charged for mortgage advice.The amount will depend on your circumstances. Any fee would usually range from zero up to a maximum of 1% of the loan arranged. Your home may be repossessed if you do not keep up repayments on the mortgage. Life and Critical Illness Cover The provision and regular review of the protection needs of yourself, your family and/or your business and employees is important. Typical areas are: • Life assurance and critical illness protection Corporate Financial Planning It is increasingly important to put in place and review a good benefit strategy for both directors and employees as an integral part of a successful company. A good employee benefit strategy will enable your company to attract and retain the skilled personnel necessary to meet the challenges of a competitive business environment. Areas to consider are: • Personal and group schemes If you would like to know more about the services we can offer, and how they might be helpful to you, please click on the following link and complete the email Important Note The Financial Services Authority does not regulate tax and trust advice, offshore investments, commercial mortgages and some forms of buy to let mortgages. Senior Staff Contact Points
Contact Us hfsfeltonpumphrey Financial Services Limited Tel: 01483 468850 info@hfsfeltonpumphrey.co.uk
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