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Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.Read More
There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.Read More
Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access or are for a fixed term.Read More
Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk. With that in mind we can help you take the right steps to protect your people and your business.Read More
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.Read More
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.Read More
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.Read More
This tax is often avoidable, however people are losing tens and hundreds of thousands as a result of not being aware of the lawful actions you can take to do so. Research published in 2016 by unbiased.co.uk showed that £550 million was wasted in unnecessary IHT payments in 2015. Read More
Fees vary across the country. In December 2017, Unbiased estimated the average annual cost of a room in a residential home in the UK was between £27,000 and £40,000, and a room in a nursing home costed £35,000 to £54,000*. (*unbiased.co.uk, October 2018)Read More
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Introduction to Financial Planning

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX PLANNING INCLUDING INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.

There are so many issues to consider when planning your financial future, so we've highlighted some key stages of your financial life to help you.

The stages of your financial life

Lifestyle Priorities > House Deposit > Home Purchase > Marriage/Children > Promotion > Higher Salary > Bigger House > School Fees > Inheritance > Supporting Children > Phased Retirement > Retire Fully > Downsizing > Lower Cash Needs > Long Term Care > Bequests.

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning Could:

Help to increase the value of your savings & investments in a tax efficient manner
Protect yourself and your dependants' income in case of unforeseen problems
Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX PLANNING INCLUDING INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

There are so many issues to consider when planning your financial future, so we've highlighted some key stages of your financial life to help you.

The stages of your financial life

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning Could:

Help to increase the value of your savings & investments in a tax efficient manner
Protect yourself and your dependants' income in case of unforeseen problems
Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

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Zenith Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register) under reference 440703 and 440718.

Zenith Financial Planning Ltd is registered in England and Wales, No. 09448188. Registered Office: Mitre House, School Road, Bulkington, Bedworth, CV12 9JB.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Introduction to Financial Planning

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

The stages of your financial life

Financial Planning Could:

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

The stages of your financial life

Financial Planning Could:

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