Bolnore Financial Planning

Financial Planning Services You Can Trust

bolnore financial planning services

Services

Bolnore Financial Planning and Wealth Management offer a wide range of services to suit your needs.

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Pensions & Retirement Planning

Are you on track to achieving your retirement goals?

  • Pension consolidation
  • Pension drawdown
  • Establishing a new pension
  • Reviewing current portfolios

We can help you review your current situation and build a plan that will aim to achieve your retirement objectives. Many individuals know what pensions they have but do not understand how this forms their retirement. We provide advice and choose products that meet your circumstances, needs and goals.

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Investing & Wealth Management

Is your money invested in the most tax efficient manner?

  • ISA Consolidation
  • Establishing a new investment
  • Reviewing current portfolios
  • Review of cash holdings

Working alongside you, we develop a tax efficient portfolio so that your money works hard to achieve your goals. Everyone has different financial objectives and it is important the right tax wrapper and the right funds are selected to ensure your portfolio meets your short, medium and long term goals.

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Protection & Insurance

Have you got the required protection in place in the event of accident / death?

  • Level term assurance (Life Cover)
  • Decreasing term assurance (Mortgage Protection)
  • Critical illness protection
  • Income protection

We understand the importance of having the necessary insurance in place, which gives assurance you have sufficient cover. Working with you, we develop a personalised protection plan that will be regularly reviewed in line with your changing circumstances.

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Corporate Financial Planning / Business Owners

Are you taking advantage of the benefits of being a Limited Company?

  • Directors pension planning / Company pension schemes
  • Business tax planning
  • Directors / shareholder life insurance
  • Corporate investments

We work with various sized businesses throughout the UK and highlight the tax advantages of being a Limited Company.

Working with company owners, we help build a bespoke retirement plan based on their long-term aspirations, ensuring income is taken tax efficiently.

We also discuss the importance of business protection in the event of death or illness to a director or key member of staff.

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Inheritance Tax & Legacy Planning

Are the necessary arrangements in place to ensure your wealth is passed on?

  • Trusts
  • Whole of life insurance
  • Gifting allowance / Surplus income gifting

Your wealth takes a lifetime to build and it is important that you fully understand the tax implications of passing on your estate. We can assist by building a bespoke plan to help mitigate this. Whilst we do not give Will / Powers of Attorney advice, it is a topic we regularly review, as part of our ongoing service and commitment.

The Financial Conduct Authority do not regulate tax planning, inheritance tax and trusts.