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PRIVATE CLIENTS
We provide a range of different services to satisfy different financial requirements. You might need them all or just one and we will help you choose when we first meet with you to discuss your needs and explain our services.
Financial
PLANNING
The purpose of financial planning is to help you achieve your goals in life. Most people have not planned their lives, just ending up where they are. But how many times have you heard successful people talk about their plans or visualising their success? Planning works. Our job as planners is to show you how the decisions you make now can shape your future and help you to achieve your ambitions.
Investment
SERVICES
Investing for your future and that of your dependants is not something to take lightly and we consider it a particular expertise of ours. We are not tied to any one investment provider and seek to align your investments with your own goals. We consider what your investment goals are, when you need to achieve them and plan accordingly.
The value of investments and income from them may go down. You may not get back the original amount invested.
Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.
Tax treatment is based on individual circumstances and may be subject to change in the future.
A Mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Inheritance Tax, Legal services, Trusts, Will writing and Estate planning are not regulated by the Financial Conduct Authority
Advice for
ELDERS
For all aspects of finance particular to those who have reached the age of wisdom – planning ahead is very important. Start now to maintain the lifestyle you want to enjoy in retirement, plan how to finance care and preserve your assets, get help from your family to manage your finances should you become incapacitated.
Our initial advice and recommendations
We may well be dealing with a single important issue for you at the outset – for example a mortgage or a pension – and it is often important for you to have that need addressed first.
When the time is right we will also offer you a financial needs analysis report. The report plots your progress towards your goals and is a great tool to help identify any additional needs or shortfalls you may have.
How we are paid
With single need and event based work you decide which parts of the service you want to buy.
You need only pay for those parts that you feel will add value to you.
We will always tell you the exact cost of any work before we start.
Ongoing financial advice and care
We will of course contact you with specific developments, reports or issues that relate to any advice we have given you or any outstanding products and investments obtained through us. For example, we will contact you when your mortgage is due for review or to provide a report and review of your investments.
We are proactive in looking after your finances but we are also available to help and advise whenever you might call upon us.
You may well have come to us because of that single need but the more you tell us the broader our service becomes.
A Mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Inheritance Tax, Legal services, Trusts, Will writing and Estate planning are not regulated by the Financial Conduct Authority
The value of investments and income from them may go down. You may not get back the original amount invested.
Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.
Tax treatment is based on individual circumstances and may be subject to change in the future.
Free initial
CONSULTATION
Speak to an adviser who will assess your objectives, current position, and help you plan a course of action. It’s also an opportunity for you to get to know us before deciding to engage our services. You can ask as many questions as you need. Your first meeting with us where we will discuss the ways in which we might help you is free of charge. Contact us today to book an appointment.
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with TenetConnect Ltd, and may require us to share it with Radcliffe & Newlands Estate Planning Ltd. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.
Email communications are not secure. For this reason Radcliffe & Newlands cannot guarantee the security of the email or its contents or that it remains virus free once sent.
