Services we offer
Staffordshire Independent Financial Advisers LLP offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much for your life cover, we can help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
Protecting You and Your Family:
• Safeguarding those close to you
• Protecting your Lifestyle
• Understanding the State Provision
• Mortgage Protection, Life Insurance, Income Protection
Retirement Planning:
• Understanding Your Pensions
• Reviewing Your Pension Performance and Charges
• Maximising Your Pension
• Retirement Options including:
Lifetime Annuities, Fixed Term Annuities, With Profits Annuities, Third Way Products (with Guarantees) and Income Withdrawal Plans
Investment Planning:
• Reviewing Performance
• Effective Asset Allocation
• Understanding the Risks
• Individual Savings Accounts, Unit Trusts, Investment Bonds etc
Saving For Special Events:
• Saving for Your Children’s Future
• Building Yourself a Lump Sum
• Lumps Sums for Your Retirement
Improving Your Lifestyle:
• Buying or Moving House
• Your Mortgage Choices
• Holiday and Investment Properties
If you would like to discuss any of the above financial planning matters, call us free on
0800 389 2276
or you can email us on enquiries@staffordshireindependent.co.uk to arrange your free initial consultation.