Executive Benefit Services (U.K.) Ltd - Telephone 01555 678900

Holistic Financial Planning - What can you expect from us?

Sensible and successful Financial Planning is about giving bespoke solutions to every client. Each one of us is different and has different needs and outlooks on life. We take time to clearly identify a client’s objectives & needs and subsequently design recommendations to meet them. We believe understanding our clients is the key to success. The following diagram illustrates how we do this.

Financial Planning Process

Our strength is bespoke holistic financial planning, and, for those looking for full bespoke financial planning, we look at your financial position in six areas:

Current Position
This involves looking at what you already have, understanding your cash flow and ensuring you have adequate liquid resources.

Protection
A carefully constructed financial plan can be destroyed very quickly with the premature death or illness of a client. Here we take time to understand your existing cover and employment benefits and identify any shortfall for the family or the business.

Retirement Planning
We strongly focus on empowering you to achieve a secure retirement. This is achieved by understanding your retirement and the effects of early/or late retirement. We also help to ensure you can maintain your desired lifestyle.

Investment Planning
We help you to manage your existing capital, including building your wealth. This involves minimising the impact of inflation and taxation, but within an agreed parameter which helps determine your thoughts on investing and the trade-off between risk and reward.

Tax Planning
Tax can be the biggest drain on investment performance hence we utilise all of the tools at our disposal. This includes making the most of tax allowances, using tax efficient investments and applying independent taxation strategies. The main objective - to minimise your personal taxation.

Estate Planning
This area aims to help you preserve your capital for the next generation. Advice is centred around planning for the smooth transition of assets with minimal tax implications.

 

 

House

Contact Us
Executive Benefit Services (U.K.) Ltd
EBS House
25 Hope Street
Lanark
ML11 7NE

t:      01555 678900
f:      01555 678910

e: mail@ebsuk.com

Executive Benefit Services (U.K.) Ltd. established 1981

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The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
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