Financial Planning

Thoughtful Financial Planning makes sense.

Throughout life we need to make financial decisions from time to time e.g. taking on student debt, buying a house/car/holiday, or planning for children and their university education, retirement and estate planning. Sometimes there are unexpected events like bonuses or an inheritance.

Whatever happens, professional Financial Planning will help to make the most of your resources and help you understand how to achieve and protect your financial needs and objectives. This all starts with Financial Review with a selected Financial Adviser, which will take into account:

• •  What you want to achieve?


• •  Your current income?


• •  Your current expenditure?


• •  Life & Critical Illness Insurance.


• •  Income protection.


• •  Your assets?


• •  Your liabilities?


• •  Any business interests?


• •  Your Pension plans?


• •  Your health?


• •  Estate Planning & Inheritance Tax Planning.

If you are a business owner a review will cover:

• •  Business succession in the event of death or illness.


• •  Business protection – continuity in the event of death or illness.


• •  Company and Workplace Pensions.


• •  Other pension options - SIPP’s and SSAS – how can they benefit your business?

Please Note: The value of an investment may go down as well as up and you may not get back the full amount invested. You may be liable to pay UK Tax on any investment.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

To search for a selected Trusted Xperts Partner Financial/Mortgage Adviser in your area, simply visit the Trusted Xperts UK Map page and zoom in to your area and click the pin of interest, or select the Partner Type in the drop down menu options below. Increase accuracy by selecting your County or use your postcode.

Alternatively, if you prefer to speak with us in complete confidence, please Contact us using our secure enquiry form below, and Trusted Xperts Limited will get back in touch.

Please note - Trusted Xperts are not authorised to give advice. We will only confirm your details and purpose and with your consent, pass your Personal Information over to a selected Trusted Xperts Partner. Telephone calls may be recorded.