Budget Summary - Summer 2010
NEW - Guide to Annuities
NEW - Beginners Guide to Inheritance Tax
Independent Financial Advisers (IFA)
As Chartered Financial Planners, Griffins Financial Solutions believes that financial planning goes way beyond providing products. We have raised the bar on the service levels and the professional qualifications needed to help clients with significant assets and complex financial needs.
We can help you: as an individual – a holistic approach to wealth planning and management covering;
- retirement planning
- managing wealth
- estate planning
- family security
As a business owner and/or manager – a full range of employee benefit solutions including;
- shareholder protection
- profit extraction
- exit strategies
We also offer:
- A team based approach with specialist advisers, experts in their fields
- Qualified, experienced support staff
- Tailored, holistic advice, not product sales
- Online access to portfolio valuations
- Payment by fee or (by negotiation) commission
- Fixed fee retainer for all-year-round advice
Our objective is to help you realise your goals, by effective tax planning, by making your pension and investment assets work hard and by ensuring you have the right level and quality of life assurance and insurance protection at the best price – in short, our approach helps grow your wealth, remove hassle and complexity whilst saving you time and providing you with peace of mind.
Griffins Financial Solutions Limited is authorised and regulated by The Financial Services Authority. Griffins Financial Solutions Limited is entered on the FSA register under reference: 118099.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.