If you have recently received a lump sum, you will want to invest it wisely. It is worthwhile to take the time to think about your long-term goals and consider a range of options to preserve your capital, whilst still providing a reasonable annual income for you and your family.
How Tower Hill Associates Can Help
If you have recently received a lump sum, we would strongly recommend that you think about your long-term aims, talk to a number of financial advisors and take time to plan the best course of action.
At Tower Hill Associates, we are very happy to spend time with you and to develop a range of options for your long-term financial wellbeing. Our recommendations will outline your income requirements for each stage of your life and, where possible, how best to preserve your capital.
Our financial planning service includes
- Investment planning, identifying how best to invest your capital
- Retirement planning, including pensions and SIPPs
- Tax planning, including inheritance tax and estate planning
- Insurance advice, to ensure that you and your family are adequately covered should the unforeseen occur
To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379
