Complete Financial Review

Our experienced team of advisers are on hand to carry out a complete financial review, covering all aspects of financial planning (the Perredon Appraisal).

We will take the time necessary to gain a thorough understanding of your needs and priorities before making recommendations that will help you to achieve your financial objectives.

Financial planning should never be a ‘one-off’ process and once we have helped you to design a strategy for the future, we will help you to implement it and ensure that you stay on track through our review service.

We appreciate that a fulfilling life cannot be measured in monetary terms alone. However, financial planning can have a vital role to play and we benefit from tremendous job satisfaction through helping people to achieve the things they aspire to.

Our service is very much about getting results and working with you as part of a successful team.

Complete Financial Review

Pension and Retirement Planning

Savings and Investments

Tax Planning to cover Inheritance Tax, Income Tax and Capital Gains

Family Protection (Life and Health Insurance)

Long Term Care Planning

School Fees Planning

Mortgages

 

Disclaimer

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this internet site. Please ensure you read our User Terms, Terms of Business and Privacy Statement.
Perredon Financial Solutions Ltd is authorised and regulated by The Financial Services Authority. The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards or some forms of Mortgage, Tax Advice, Offshore Investments, Long Term Care, Estate Planning.
The tax reliefs referred to throughout this Internet site are those currently applying to the United Kingdom to UK Tax Residents. These tax relief's are liable to change. The value of any tax relief available will depend upon the individual circumstances of the tax payer.

Copyright 2005 © Perredon. All rights reserved.
Perredon Financial Solutions Ltd | 3-4 Bedford Square, Loughborough, Leicestershire, LE11 2TP | Tel 01509 215095 | Fax 01509 262616
Registered in England No. 3334695 | Registered office address as above
Perredon Financial Solutions Ltd is authorised and regulated by the Financial Services Authority

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