Areas of Advice

Our advisors are all qualified up to a minimum level but them choose to specialise in certain areas in addition to this. There are 6 main areas of advice that we specialise in which are listed below however you may have another type of query that we can also cover so please contact us to see if we can be of help. We do not at this moment give advice on individual shareholdings or offer stockbroking advice although we are happy to recommend other professionals who can.

Retirement and pensions

The new legislation has changed pensions forever and now it has never been more important to plan properly for your retirement. We are all living longer and leading far more complex lives. The State pension alone will not be enough to ensure that you have a comfortable retirement. We can help you identify your goals and develop strategies to help you achieve them whether you are just starting out or a little further along the road...

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Investing a lump sum and making regular savings

The basis of any successful investment strategy is a clear understanding of your objectives, the associated timescales and what you are prepared to undergo in order to achieve those goals. In order to do this you need to consider various issues...

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Protecting your family with insurance

Insurance helps you and your family cope when the unexpected happens. Just as you insure your home and contents so you should consider insuring yourself and your health against unforeseen disasters...

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Tax Planning

As we know there are only two certainties in life, death and taxes which is why most people feel that they have paid enough tax throughout their lifetime. However, without proper Inheritance Tax Planning, you could end up with a further liability on your death, thereby reducing the value of your estate...

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Later Life Advice

If a you or a family member are about to enter residential care, we know that you are facing a number of difficult decisions. It is a stressful time that is controlled by factors beyond your control. It is a fact that the funding of long term care is more likely to prove a problem for a family than paying an inheritance tax bill and more estates will be used up this way...

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Mortgages

Buying your own home will be one of the most important financial decisions you can make. We offer a fully independent mortgage service to clients that helps you obtain the best rates and type of mortgage for you.

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Contact us to find out more

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