quality and expertise in abundance
Sunday, February 05, 2012
 
Financial Planning

“How do I ensure I have the right advice to address my changing needs?”

At RHG in Hertfordshire we do not simply offer financial planning services, we are lifestyle planners. We are a truly independent firm able to offer solutions from the whole market. Many of our solutions do not involve selling products or investing money, simply restructuring of income, wills or investments. We offer a complete financial planning service.

As we go through life our financial requirements change. We provide a very personal service to clients that enables them to cope with changing financial demands:

  • Pension planning upon entering employment
  • Initial savings towards a deposit for a house
  • Mortgage and life assurance upon purchase
  • Enhanced life cover and income protection when finances allow, but particularly upon the birth of children
  • School fees planning
  • Advice on wills
  • Private medical cover
  • Enhanced pension and investment savings and planning
  • Structured exit planning and the passing of the business to children
  • Retirement advice and structuring tax efficient income
  • Making of gifts and Inheritance Tax planning
  • Long Term Care advice and planning
As clients mature and their finances become healthier we ensure they have the right planning tools in place to first protect and then to enhance their wealth.

To find out how we can assist you with your financial planning, contact us today at our offices in Stevenage, Hertfordshire.

 

5 reasons to use RHG Financial Planning
  • Working with you for the long term
  • Lifestyle planning, not quick fixes
  • Specialists in all areas, not just GP’s
  • Working with accountants and solicitors
  • In-house investment specialists add value

Call us now on 0845 3081482
or email us


Other Financial Planning Services

Latest Blog Posts on Financial Planning
Are Annuity Rates Really Discriminatory? by Danielle Fagot
Danielle Fagot looks at the affect of EU legislation on annuity rates.
Shop For The Best Deal at Retirement by Adam Newland
Adam Newland urges people to shop for the best and most suited terms when considering retirement options.
Why Do We Do What We Do – Part 2 by Nigel Taylor
The second in a series of articles from Nigel Taylor on the subject of business planning.
Page 1 of 7First   Previous   [1]  2  3  4  5  6  7  Next   Last   

Case Study
Inadequate funds in pension

When we were first appointed Mr X was 60. He had a pension in place but not funded anywhere near sufficiently. We immediately re-structured to enable large contributions to be made at the company’s year end to maximise the tax advantages. We also set up pensions for the next generation, his children, who were to take over the business.

 read more ...
  

Copyright 2010 by Richmond House Group Terms Of Use Privacy Statement