Financial Planning
Plan
Bradbury Hamilton is completely independent of any product provider and we have the expertise to combine products and services to match your lifestyle. We recognise that each of our clients has a unique set of objectives and your personal adviser will discuss your aspirations and create a picture of your current financial position.
We will research the financial market for the most appropriate solutions for your needs and you will receive a detailed proposal which is easy to read and understand. However, you may need us to deal with very specific issues, and of course we are able to help.
Protect
We can ensure that you, your family, your staff and your business colleagues are protected against unforeseen events such as death or serious illness. We can ensure that valuable benefits you have built up over the years are also protected.
We have a track record in managing corporate benefit schemes such as group stakeholder pensions, death in service, private health and medical insurance.
Perform
Depending on the service you choose we will continue to monitor your funds and your overall plan to ensure your investments remain relevant to your circumstances and objectives, and are performing.
We can help you plan and save for the future in the most tax efficient way, and help preserve your wealth for the next generation.
We are able to carry out in-depth pension analysis and provide specialist pensions advice including, for example, purchasing commercial properties using your pension plans. We have an in-house investment selection and servicing team and we can make sure you have access to the top performing funds with all your investments and ensure that they are suitable for you.
We can review all of your planning, reduce costs for you and supply you with concise information about your policies.
In short, we will make your financial affairs as profitable, tax efficient and hassle-free as possible.
Bradbury Hamilton Limited is authorised and regulated by the Financial Services Authority