Asquith Hart

Tel: 01283 701569

Experienced Independent Financial Advisers

financial advisers with a wealth of experience

proud to offer personal service and genuine long term relationships

Pensions — Boring?

PENSIONS — Did you know as an employer you will be legally obligated to ensure eligible employees are enrolled into a workplace pension scheme?

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Short term tax savings

ISAs — We can help with scheme set up and reviewing of existing trust deeds and rules

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Ineffective will?

ESATATE PLANNING — We can help with scheme set up and reviewing of existing trust deed and rules

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Free Money?

What is the most a tax-efficient way of saving? Did you know that you receive tax relief on your pension contributions.

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What Makes Us Special?

1

Initial Meetings


An Initial Consultation is offered free of charge. Following that a further Fact Finding meeting is organised to gather crucial information about your financial situation and attitude to risk (also at our expense).

2

Report

We will make a presentation of our Recommendation Report to ensure you achieve your aims and objectives.

3

Solution

We set up your personal plan.

4

Maintaining the relationship

We will engage in regular reviews with care and advice through our Ongoing Management Service.