Financial Services - Services
ACM FS offers a comprehensive service for both private and corporate clients covering a wide range of financial planning areas.
By reviewing your current circumstances and financial objectives along with your existing provisions and financial situation we can help highlight any area where you may have shortfalls.
As Independent Financial Advisers, by researching the market we can then make recommendations of ways in which these shortfalls could be addressed, clearly explaining the costs and processes involved to implement these recommendations and how they would complement any existing arrangements.
Objectives commonly may include;
-
Funding for the enjoyment of retirement
-
Tax efficient savings
-
Reducing liability to Inheritance Tax payable at death
-
Paying for the children's or grandchildren's education
-
Protection for your family should you die, be injured or become ill
Effective Planning provides direction and meaning to your finances and financial decisions, allowing you to gain maximum benefit from your savings, investments and insurance arrangements.
We offer a full range of financial planning services including:
-
Financial Planning
-
Investment Planning
-
Tax Planning
-
Estate Planning
-
Retirement Options & Strategies
-
Protection Planning
-
Corporate Group Pension Plans
-
Corporate Group Life Assurance Policies
-
Residential Mortgages
-
Equity Release
Important Information
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity release involves selling or borrowing against your home. All plans will reduce the value of your estate and may affect your entitlement to state benefits, your tax position and your ability to move house.
The value of your investments and any income from them can go down as well as up and you may get back less than you invested.
The Financial Services Authority does not regulate National Savings or or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
A C Mole Financial Services LLP is an appointed representative of Ashcourt Rowan
Financial Planning Limited
which is authorised and regulated by the Financial Services Authority.
Registered Office: Stafford
House, Blackbrook Park Avenue, Taunton, Somerset, TA1 2PX. Registered in England:
OC316396
Terms of Use |
Privacy Policy | UK
Residents | Careers |
RSS Feed
