InvestAcc - The Investment and Retirement Planning Specialists

Employee Benefits

Retirement

Investment

Life Assurance

Mortgages

Inheritance Tax

Meet the Team

Testimonials

Introduction

No matter who you are, what you do, or how much you earn, long-term financial security for you and your family depends on the quality of advice you receive now.

The problem is that there are so many banks, building societies and insurance companies claiming to have the best financial products and the right plan for you. With so much on offer, it's hard to be sure of making the right choices.

At InvestAcc we recognise the importance of selecting the right financial products. We also know that it takes a financial expert to weigh up all the issues and make effective decisions. That's why we have developed our Quality Financial Planning service, enabling our clients to take full advantage of InvestAcc's experience and expertise.

Personal

Changes in tax and financial legislation continue apace and informed, tax-based Financial Planning has never been more necessary. Experience has shown us that, unless someone's affairs are very straightforward indeed, professional advice should always result in financial improvement. What then are we particularly concerned with? From the individual's point of view, the most common requirements are for protection, general tax planning, pensions and retirement planning, mortgages, planning for school fees, and inheritance tax.

 

Corporate

Companies' and partnerships' requirements fall into two broad areas; planning for employees and planning for the company itself. Examples' of the first are pensions, group life assurance, group permanent health insurance, group private medical insurance, etc. The second category includes tax planning, commercial mortgages and Keyman assurance. Controlling directors, in particular, can do a great deal to avoid corporate taxes and enhance the position of both the company and themselves but often they don't.

Service by understanding and excellence by innovation.