Product Advice List

Financial Advisers often make their services too complex and confusing. Consequently the phrase "I didn’t know you did that" is not unheard of from an existing client.

The following is our attempt to give you a reasonably comprehensive (but by no means exhaustive) list of the products and services we are able to offer you advice and guidance in.

Pension and Retirement – "Guiding you through the maze"

Group Personal Pension - Final Salary – COMP – CIMP - S32 Buyouts – Retirement Annuity Contracts - Personal Pensions – SIPP’s - Annuities - Income Drawdown - Phased Retirement - Third Way – Pensions & Divorce

Protection – "De-risking your business"

Death In Service – Critical Illness – Relevant Life – Keyman – Shareholder – Private Medical Insurance (including travel) – Permanent Health Insurance (PHI)/Income Replacement Cover

Investment - "Setting an Investment Strategy"

Company Deposits and Investments

Personal Investments; National Savings - ISA’s – Unit Trusts – Bonds – ETF’s etc:

Tax Planning – "Getting the most out of your resources"

Corporation Tax - Inheritance Tax (IHT) – Capital Gains (CGT) – Income Tax

Mortgages and Loans – "Ensuring cost and structural efficiency"

Business finance (non banking sources)

Commercial property purchase including via SIPP (self invested personal pension route)

Residential property purchase – Further Advance - Remortgage – Buy to Let – Let to Buy – Equity Release

Other Services – "Going that step further"

Auto-Enrolment Compliance Advice
Auto-Enrolment Employee Advice
Employee Assistance Programmes
Seminars – Advice Clinics – Employee Review Meetings – Redundancy Counselling
Existing policy review service
Holistic Financial Planning

The value of your investment can go down as well as up and you may get back less than you have invested.
The Financial Conduct Authority does not regulate taxation advice.
Equity release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration.
There may be a fee for equity release advice. The precise amount of the fee will depend upon your circumstances.

Contact us to find out more

What our clients think

'The level of communication and speed of response is excellent'

'A consummate professional but with the human touch'

Executive Advisory Services Ltd
67 Lower Road . Cookham . Maidenhead . Berkshire . SL6 9HF
Telephone: +44 (0)1628 532320 . Click here to email us

We have achieved Corporate Chartered Financial Planners status