Oakley Financial Solutions Limited specialises in providing advice to Sports Professionals.
You will be able to benefit not just from the Private Client services offered by
Oakley Financial Solutions but also from specialised knowledge within this market
place. This may relate to areas such as tax planning, specific retirement planning
at age 35 or career ending insurance policies.
The range of services we offer to our clients include:
- 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)
Career Ending Insurance
Most Sports Professionals are susceptible to career ending injuries during their
entire career. Therefore depending on the age of the individual concerned this may
result in serious financial difficulty due to cancelled contracts and limited appearances.
We can advise Sports Professionals on the provision of financial protection against
career ending injuries to ensure their future financial security.