Having such a wide spread of available funds, you may ask yourself, “what is right for me”? We provide advice on all of the following areas, which takes the pressure off you in making the right decisions, and leaves them to a professional, qualified financial planner to do it all for you.

Wealth Management
Advice on PEP, ISA, Bonds, Unit Trusts, Investment Trusts, Pension Funds, growth or income, regular savings, offsetting assets and liabilities and selecting the appropriate levels of risk. Portfolio planning is also a large part of our services

Pensions
We can fully assess your pension needs, providing the necessary advice to enable you to have a happy and prosperous retirement, whatever your circumstances are. This includes Personal Pensions, Annuities, Stakeholder Pensions, Occupational Pension Schemes, Self Invested Personal Pensions (SIPPs), Contracting Out of the State Pension Scheme and Open Market Options.

General Insurance
Buildings and Contents, Accident, Sickness and Unemployment, Landlords insurance, Commercial insurance.
 


Taxation Advice and Planning
Advice on all of the following areas:

  1. Inheritance Tax
  2. Income Tax
  3. Capital Gains Tax
  4. Available tax reliefs and exemptions
  5. Trusts

Personal Insurance
Whatever the need for personal insurance, whether to cover a mortgage, family protection, income protection, or private medical care, advice is given on your personal circumstances providing the necessary policy types to help protect you and your family. As you are fully aware, you and your family are the most important things you should insure, but only few people actually do!

 


Other areas
We also provide all of these other areas of finance to our customers, as we endeavour to satisfy all of our clients’ needs:

  • Secured Loans
  • Unsecured Personal Loans
  • Conveyancing
  • Equity release through Key Retirement Solutions



Important:

  • The FSA do not regulate some forms of mortgage, offshore investments and Inheritance Tax planning.



Ashley Phillips Financial Services is a division of Ashley Phillips Limited, who is an appointed representative of Intrinsic Mortgage Planning Limited and Intrinsic Financial Planning Limited, who are authorised and regulated by the Financial Services Authority Reg. No. 6069565 – Registered in England