Independent Financial Planning Service UK
Ongoing Financial Planning Service in Richmond, Surrey
At Tower Hill Associates, we recognise that each and every client has different financial needs and objectives. We pride ourselves on the personal nature of our service, our ability to address those differences, and the range of professional, expert services we offer.
Investment Planning
• Strategic Asset Allocation
• Diversification
• Maintaining Discipline
• Enhanced Index Tracking Strategies
Retirement Planning
• Company Pensions
• Stakeholder Pensions
• SIPPs
• Pension Transfers
Tax Planning
• Tax Saving Strategies
• Income Tax
• Capital Gains Tax
• Inheritance Tax and Estate Planning
• Trusts
Personal Insurance Advice
• Term Assurance or Family Income Benefit
• Mortgage Protection
• Permanent Health Insurance
• Critical Illness Insurance
• Whole of Life Insurance
• Gift Intervivos