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Look for more: Independent Financial Advisers in Bristol
We focus on helping business owners provide for their future beyond their business, by investing tax efficiently and using their own pension funds to help their business grow. We build long term relationships with our clients, setting goals and priorities and reviewing these on a regular basis. Your first meeting is at our expense and we have an evolving environmental policy.
There appears to be some confusion over the receipt of compensation for those that have lost money when Icesave collapsed. For the latest advice on what to do please refer to www.fscs.org.uk/consumerOnce you receive your compensation be very careful about where you place this money and also remember that only the first £50,000 per individual per Financial Institution (with a separate banking licence) is fully protected under the Financial Services Compensation Scheme.For independent financial advice from a local trusted adviser, working on a fixed fee basis, then click on our callback facility or website link www.thelostcoin.co.uk and go to the contact page.Simon from thelostcoin.co.uk ... helping you make sense of money
Small self-adminstered pension schemes (SSAS) and Self Invested Personal Pensions (SIPP) which may be used to help your business grow, whilst building up a pension fund under your own control. Inheritance tax planning using a wide range of solutions appropriate to an individual's current and anticipated future circumstances. Expertise in Ethical Investment.
Federation of Small Businesses, Institute of Financial Planning, Personal Finance Society, Association of Independent Financial Advisers, Association of Christian Financial Advisers
Weekdays 8:30am-5:30pm
2006
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