The Investment and Retirement Planning Experts
Managing the future of your finances is often a daunting prospect. Particularly when you want to be certain your future is adequately planned for – and especially in a time of turbulent markets and constantly changing legislation and tax regimes.
Yet a financial adviser who offers sound, unbiased advice can be a rare commodity. Having a strong financial plan now and a secure retirement in the future seem further away than ever.
You need impartial financial planning advice
Tower Hill Associates is one of around 250 firms in the UK to hold Chartered Financial Planner status. As experienced financial planners, we pride ourselves on offering high quality, independent advice that is specific to you and your aspirations.
That is why, rather than offering you an off-the-shelf financial plan, we take the time to find out about you, your current financial situation and your long term goals. Only then will we make firm recommendations about how you should plan for your future including investment planning, retirement planning, tax planning and personal insurance advice. It takes longer but we consider the investment in time and effort more than worth it, both for you and for our reputation as investment and retirement planning experts.
You need someone looking at the whole picture
Your personal financial plan will look at your current situation, and make recommendations about how to structure your affairs in the most tax efficient manner.
With your retirement plan forming an important element of your overall financial plan, for example, your existing pension arrangements will be reviewed. Planning for the unexpected is also essential, and we will make recommendations to ensure that you have adequate personal insurance cover. Lastly, we will develop a tailored investment plan for you, focusing on an enhanced index tracking portfolio with the appropriate diversified, strategic asset allocation.
You deserve online access to your financial plan and secure 24 hour access to your investment portfolio
You can rest assured that we will keep a close eye on your investments at all times. We never forget, however, that it is your investment and that you will probably want to keep track of your portfolio personally. Our portfolio administration service offers a single, consolidated view of your investments, with secure, up-to-the-minute valuations available instantly online.
You expect clear, jargon free communication
Once we have agreed your personal financial plan and set up your investment portfolio, it is not the end of the story. We believe that you should be kept up to date and fully conversant with your portfolio’s performance – and have the opportunity to adjust it to cater for any changes in your circumstances. Every one of our clients therefore receives a personal annual review, either in your home or at your office. This, together with unlimited telephone and email access to your financial adviser, makes your savings, pensions and investments clear and easy to understand.
To arrange a free consultation, please call one of our financial planning experts on 020 8891 6375
