Independent Financial Advisers
Specialists in Investments
Pensions, Long Term Care
& Inheritance Tax Planning
Independent Financial Advisers
Specialists in Investments
Pensions, Long Term Care
& Inheritance Tax Planning
How Can We Help?
Pre Retirement
You are often balancing enjoying life, with paying the mortgage and saving for the future. Your aim is to build wealth while you can.
Post Retirement
You want to draw an income in the most tax efficient way. Ensuring that you can enjoy your retirement and don’t want to run out of money.
Estate Planning
You want to ensure that you can leave a legacy to pass on to your beneficiaries, paying as little inheritance tax as possible.
Paying For Care
You or a family member need to pay for care. You want to know what options are available and how best to use existing capital to ensure it doesn’t run out.
Company Directors / Owners
You want to ensure that all your hard work pays off and provides long term benefits. You’d like to draw profit without paying too much tax.
Wealth Management
You want to make sure that the money you have invested always works as hard as possible. So that the value is increased and is available for what’s important to you.
Charities
As a trustee of a charity you want to be sure that you are managing the charity’s resources responsibly. You realise that there are aspects that require the assistance of an expert.
Divorcees
With life being turned upside down you need clarity and someone with a level head to ensure that you get the best deal and consider all the options.
Financial Adviser, financial adviser in dorset
The Moneytree Corporation Limited Registered in England number: 4350758. Registered Address: 4 Plants Green, Warminster, BA12 9NN. Savvy Financial Planning is the trading name of The MoneyTree Corporation Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice.
We are entered on the FCA Register No: 504571 at www.fca.gov.uk/register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of investments and income can go down as well as up and you may not get back the full amount invested. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123, www.financial-ombudsman.org.uk.
Address
Savvy Financial Planning
Hinton Business Park
Tarrant Hinton
Blandford Forum
Dorset, DT11 8JF
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