Bespoke Personal Financial Planning Service

What We Do

We absolutely get that no two clients are the same with everyone’s personal circumstances, objectives and aspirations being different -so structuring a strategy which caters for the short, medium and long term, whilst building in flexibility, is core to our service proposition.

 

Listed below is a summary of our main retirement planning areas of advice: 

 

• Investment and portfolio construction

•  Pension consolidation

• Retirement forecast service

• SIPP & SSAS construction

• Final Salary Pension Scheme transfer service and advice

• Pensions and Divorce

• Inheritance tax planning

• Tax efficient investment

• Wills and tax mitigation

 

Please contact info@sancusrp.co.uk for more information, help and guidance on our Retirement and Financial Planning Service.