Financial Management Bureau Ltd

Louise Whiteley Certs PFS, MIFP

Independent Financial Planner

Portfolio design and contruction

Inheritance tax planning

Taxation and trust planning

Retirement/pension planning

Lifestyle financial planning

Discretionary fund management

Access to professional connections

Sophisticate research and planning technology

Regular Meetings

Employer sponsored benefits i.e Death in Service, Pension provisions, medical insurance

Protection - shareholder protection, director protection, life protection, mortgage protection (important to review existing cover).

Ask yourself:

When was the last time you had a financial health check ?

Do you employ one or more staff ? If yes, are you aware and ready for the compulsory pension changes in 2012 ?

Are you over 50 ? If yes, have you taken advantage of the increased Cash ISA allowance available from October 2010 (available to everyone from 06.04.10) ?

Contact Details:

Address:
Shenstone House
Helsington
Kendal
Cumbria
LA8 8AA

Email: louise.whiteley@finman.co.uk
Telephone: 01539 725855
Mobile: 07970 039276
Website: http://www.invesmentmaze.co.uk

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