Oakley Financial Solutions Limited is authorised and regulated by the Financial Conduct
Authority. Privacy Statement | OFS-CIDD | Sitemap
Registered Office: Courthill House, 60 Water Lane, Wilmslow, Cheshire, SK9 5AJ |
Registered No.: 6304745 | FCA Reference No.: 502319
© Oakley Financial Solutions 2016
Private Client Management
We are able to provide holistic planning, where we give an overview of our clients
entire financial situation, or alternatively we can advise on specific matters where
they require help immediately.
The range of services we offer to our clients include:
- Retirement Advice
- Investment Planning
- Inheritance Tax
- Long Term Care Provision
- Personal & Family Protection
- Pension Planning
- Tax Deferral Schemes
We are able to provide help, advice and a thorough explanation of all the options
available at retirement. Only fully independent advice will do at this important
point in an individuals life.
Arrangements we consider include:
- Annuities - Conventional, Investment Linked, Flexible Lifetime Plan, Enhanced Annuity,
- Drawdown - Flexible and Capped, Phased, Via SIPP
To provide advice to ensure that you are not taking undue risk and to maximise the
tax efficiency of your lump sum and regular savings.
We assist in:
- Establishing an investment strategy
- Portfolio planning
- Reviewing existing funds
Inheritance Tax Solutions
Advice is provided to ensure that as much of your estate as possible passes to your
chosen beneficiaries and not to the Exchequer.
Long Term Care Provision
We assist clients and their families with advice on care needs and assessing and
providing for their long term financial requirements, taking into account benefits
provided by the state.
Personal & Family Protection
We help to ensure that both you and your family can maintain your standard of living
in the event of premature death or illness.
Advice is offered on the many options available to provide you with a comfortable
lifestyle in your retirement. We assess your current arrangements and put a long-term
plan together for you.
These may include:
- Personal/Stakeholder Pensions
- Retirement Annuities
- Executive Pensions
- Occupational Pensions
Tax Deferral Schemes
We provide advice and assistance when you wish to defer the payment of Capital Gains
Tax or simple save Income Tax.
The following arrangements will be considered, amongst others:
- Venture Capital Trusts (VCT)
- Enterprise Investment Schemes (EIS)