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Paul Norford : Chartered Financial Planner
Personal Investment Partnership Independent Financial Advisers Ashford Kent

Paul has been an Active Business Group Member since | 01/06/2005

Office: 01233 888 363    Fax: 08704 718 005

Personal Investment Partnership Ltd are Independent Financial Advisers (IFA) working with clients not only in Kent, but all over the UK and the rest of the World. We are a fee based Independent Financial advisory practice with offices in Bethersden near Ashford and Kent Enterprise House (the Links) Herne Bay, Kent.

Visit www.pipltd.co.uk for more information...


More About Personal Investment Partnership...

The advice we provide covers all areas but we specialise in the following:-

  • Personal Pensions including the review of existing schemes, taking benefits at retirement such as purchasing an annuity and setting up new arrangements
  • Pension planning for businesses including buying a commercial property with your pension fund or setting up a workplace pension scheme for your employees
  • Advice regarding pensions as part of a divorce settlement
  • Planning to mitigate Inheritance Tax (IHT) liabilities through the effective use of Trusts, Wills and Gifts. We can also help with the annual returns to HMRC for Trusts
  • Planning for the provision of fees to help cover the costs of Long Term Care. Personal Investment Partnership Ltd is a member of “Symponia”. This is a national group of Independent Financial Advisers specialising in the funding of long term care costs
  • Investment Advice. We specialise in reviewing existing portfolios clients may hold in ISAs, Unit Trusts, OEICS, Onshore Bonds and Offshore Bonds together with arranging new investments. Many clients have come to us with investments they have become disillusioned with and we have managed to re-structure them in line with their “Attitude to Risk”
  • Equity Release, from lifetime mortgages to home reversion plans, we can take you through all the options available (remember we are independent) and recommend the most appropriate course of action for your personal circumstances.

Our IFA Offices are in Bethersden, Ashford Kent and Herne Bay Kent and the following services are available as indicated:-

Independent Financial Advice, Bethersden, Ashford, Kent and Herne Bay, Kent

Pensions Bethersden, Ashford, Kent and Herne Bay, Kent

Inheritance Tax Advice (IHT) Bethersden, Ashford and Herne Bay Kent

Long Term Care Funding, Bethersden, Ashford, Kent and Herne Bay, Kent

Investment Advice Bethersden, Ashford, Kent and Herne Bay, Kent

Equity Release Bethersden, Ashford, Kent and Herne Bay, Kent

Equity release from lifetime mortgages and home reversion plans require you to understand the features and risks, please ask for a personalised illustration. As we are independent you have the choice whether to pay a fee for the mortgage advice we provide. Typically our fees are 2% of the Mortgage amount.

Personal Investment Partnership Ltd are authorised and regulated by the Financial Services Authority.

 

Contact Personal Investment Partnership Ashford Kent

Please fill in the form below and Paul will be in contact with you shortly.

Thank You for contacting Personal Investment Partnership, Paul from Active Business Group - Kent Business Networking looks forward to receiving your enquiry and will reply at the earliest opportunity.