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
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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.