We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:
- investment planning including the provision of asset balanced portfolios and tax-efficient savings
- inheritance tax mitigation including access to advice on Wills, Power of Attorney, the use of Trusts
- retirement planning including taking control of your pension through self-investment
- releasing equity from your home (NB - must be 60 or above)
- protection against death, serious illness, loss of income due to disability or redundancy, medical expenses
Whilst we do not provide specialist advice in the area of normal residential mortgages, commercial mortgages, loans etc, we do have access to a specialist independent mortgage and loan broker who are authorised and regulated by the Financial Services Authority:-
Mortgage Advice Bureau (Staffs) Limited, 49 Market Street, Longton, Stoke-on-Trent, Staffs, ST3 1BW. Tel.No. 01782 333368. Website - www.mabstaffs.co.uk. E-mail - mortgage-advice@dsl.pipex.co.uk
This company is independent of Capey & Co Financial Planning Limited and we are not responsible for any advice or recommendations given.
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