Protect your wealth and family...

We can offer help in managing your wealth to assess where you are and what you have now, where you aim to go and how to get there !

Planning that route is not the whole answer. Regular checks are important to ensure that you haven't lost the way. Losing the plot could well be expensive … we can help you by

tick Reviewing and assessing your current situation

tick Discussing your financial needs and objectives

tick Agreeing your position with regard to investment risk

 

Developing a suitable financial plan, which will include the following, as relevant:

tick  optimum cash management

tick  investment strategy

tick  tax efficiency

tick  life assurance

tick  income protection

tick  pension provision

tick  retirement planning

tick  inheritance tax mitigation

tick  long term care provision

tick  savings and investments

tick  equity release

 

 

contact us

 

Law Financial Planning Limited

Henderson Business Centre

Ivy Road

Norwich

NR5 8BF

Tel: 01603 763875


Contact Us