Baylham, England, United Kingdom
At Plumb Financial Services, we offer completely independent financial advice to individuals, small business owners and major corporate clients. Our team's areas of specialism for private clients are Investments, Inheritance Tax and Estate Planning, Pensions and 'At Retirement' Planning, Pension Transfers and Consolidations, Long Term Care Fees Planning, Mortgages and Equity Release. For corporate clients, we provide advice on auto-enrolment and workplace pensions, including setting up and running corporate pension schemes, group life insurance schemes for management and staff, and other corporate benefits. We can advise you on key man insurance and director's share purchase option agreements and business investments. We pride ourselves on being down to earth and approachable and we speak plain English and do not confuse clients with technical terminology or jargon. We offer good old-fashioned face-to-face advice. If you require independent financial advice in any of the above areas you can contact us by e-mail at [email protected], or by calling our office on 01473 830301. We also have a separate legal services practice, through which we can provide Will writing services, Estate Administration, and drafting of other documents, such as Power of Attorney and Trusts. Web site: plumbfs.co.uk Specialties: Investments & Savings Estate Planning and Inheritance Tax Planning Mortgages & Equity Release Pensions and Pension Transfers At Retirement planning Life and Critical Illness cover Corporate Benefits and Workplace Pensions Wills and Powers of Attorney Setting up and managing Trusts and Trustee Services Probate Administration Secure Document Storage
I have over 20 years experience of working within Financial and Legal Services and I hold the Chartered Insurance Institute Financial Planning Certificate and the Advanced Financial Planning Certificate in Taxation and Trusts. I have achieved QCF Level 4 Diploma status and I am a member of STEP having passed my final exam in the STEP Diploma and achieved TEP (Trusts and Estate Practitioner) status in May 2016. I have clients all over the UK, including Scotland and Northern Ireland. I am experienced in offshore investments and working with clients who work and/or reside overseas and I currently have a number of clients in Cyprus, Spain, and Portugal. I am a regular media commentator on the subjects of Investments and Inheritance Tax planning, and have provided frequent live on air Budget Day analysis and commentary for BBC Radio Suffolk. I also write a personal finance column for the Bury Free Press newspaper, and the 'In Touch' series of local community magazines in Suffolk. I also run an independent legal services company where we provide an in-home Will writing service, draft of Power of Attorney and Trust documents and provide Probate and Estate Administration Services.