financial-solutions

Brearley & Co Financial Solutions Ltd

We are pleased to offer our clients a bespoke in-house Independent Financial Planning service. Our advisers are available to meet you at our office or your home or place of work if that is more convenient. We firmly believe that the provision of good independent financial advice will complement our existing services and to demonstrate this we offer an initial meeting at no cost to our clients. The services we are able to offer include:

Pensions

A complete Pensions Planning Service for our corporate and private clients, which also includes a full analysis of how to comply with the forthcoming auto enrolment. Pensions Legislation. Pension planning is very tax-efficient for both the employed and self-employed. We find many people acquire different pensions often through job changes and therefore we also offer a review service of existing and frozen pension plans to assess whether they are still offering value for money.

“We also offer a review service of existing and frozen pension plans to assess”

Investment An investment process that fully assesses your risk profile before making any recommendations. We can then offer solutions that include ISA planning, On-shore and Off-shore planning and access to our flagship risk rated fund range utilising Ibbotson Associates Asset Allocator’s and the investment expertise of Old Broad Street Research. We also offer a review service of your existing investment planning including cash deposits.

Protection

An area often overlooked is protection planning and yet this is a very important area for businesses to consider. Key Man cover and Share Protection can protect the future of your business in the event of an untimely death. A further consideration is do you have enough life cover to cover any outstanding company loans and if you were unable to work due to sickness or accident, would you need a regular income.

Brearley & Co Financial Services Ltd is an appointed representative of Hawley & Wood Ltd – 18 Percy Street, Rotherham, S65 1ED which is authorized and regulated by The Financial Conduct Authority

Contact Us

Contact us if you would like further information about this service on 01709 581667 or email admin@brearleyandco.co.uk