Services for Individuals

Do you know the total value of your investments and pensions?

Do you know how much tax you pay?

Are you confident your money is invested in the most tax efficient way?

Do you know the charges you pay on your investments and pensions?

Do you have clear financial objectives?

Do you know if your investments and pensions are likely to enable you to achieve your future objectives?

If the answer to any of these is no, read on

  • Financial Planning  Financial Planning involves assessing your objectives and attitudes, and frequently includes a cashflow analysis. 
  • Investment Planning  Investment Planning includes a review of your existing portfolio, and assessing the likelihood of it meeting your objectives, with recommendations on how to improve it 
  • Retirement Planning  Retirement Planning includes looking at your pensions and other investments that can provide an income for you in retirement.

The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

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35 Finance is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 449269

35 Finance Ltd, IFA, financial advisers, financial advisors, expatriate pensions, expatriate, Independent Financial Advisers, financial planning, investment portfolio management, pensions advice, Trust Review service, fee-based financial advice, Cambridge, Kings Lynn, UK