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Friday, May 18, 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
ISA Savers - Transfers To Simplify by Chris Stockdale
Many cash ISAs offer high introductory interest rates that fall after a year and savers who fail to keep track of their account’s rate of interest risk missing out if they do not switch to an ISA with a better deal.

Are You Maximising Income Tax Relief on Pension Contributions? by Adam Newland
Many people who are liable to the higher rate or additional rate of income tax are not aware of the action they need to take to claim the full income tax relief available to them on pension contributions. Adam Newland explains the action required.
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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 ...
  

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