Established 1988 and providing a comprehensive service across London (Golders Green, Camden, Chiswick, Harrow, Barnet, and surrounding areas, Middx./Herts./Essex). We are a general practice but providing specialist services. Investment advice and Retirement planning (Sipps). Mortgages / Remortgages Buy to Let, Equity Release and Commercial. Life and Health Insurance and Critical Illness. School Fees and Inheritance tax planning.
Following a careful appraisal of clients requirements, attitude to risk and tax position, we will be pleased to recommend suitable investment ideas to build capital for future growth/income and security. We advise on Unit Trusts/Investment Trusts and Isas, Pensions and Property funds, Fund of funds and others. We thoroughly research all areas of investment. Good investment advice is a major factor in many areas of Financial Planning and we aim to deliver outstanding returns.
RETIREMENT PLANNING PENSIONS & ANNUITIES
We will assist you to plan for retirement. The new Pension Freedoms permit cash and income to be withdrawn tax efficiently with provisions for your dependants. Consolidate and re-balance existing pension plans in order to maximise investment performance and Annuities will provide a guaranteed income for life.
RESIDENTIAL MORTGAGES & REMORTGAGES, BUY TO LET, EQUITY RELEASE AND COMMERCIAL FINANCE
We are very experienced in arranging mortgages and use comprehensive sourcing facilities to find and arrange very competitive deals, some of which are exclusive. We are Specialists in the more difficult situations, high multiples, sometimes Self Certification without the need to prove income and also Adverse Credit. We provide an independent service offering advice and recommendation and with access to virtually all lenders and schemes.
INHERITANCE TAX PLANNING
Why allow your estate to pay 40% Inheritance Tax when with careful planning, considerable savings and mitigation can be achieved. We can advise you on gifting and generally protecting the estate with life insurance and trusts.
FINANCIAL PLANNING REVIEW
Perhaps you could benefit with a review of your existing financial arrangements.
1. Do you have suitable cover in the event of illness/disability/death?
2. Are you providing sufficiently for retirement, are your investments on track and are you making the most of your assets?
3. Have you made a will and will you and your family have an Inheritance Tax problem?
4. Is anything concerning you and would you appreciate some good financial advice?
We may be contacted from 9am during the week and we are usually available evenings and weekends. Home visits with pleasure and all initial meetings are without obligation. Friendly and Professional service.
|Company:||Embassy Financial Planning Ltd|
|Contact:||Anthony Lewis – ACII Chartered Insurance Practitioner|
|Address:||925 Finchley Road, Golders Green, London, NW11 7PE
66 Beechwood Avenue, London, N3 3BA
|Telephone:||020 8346 8478
IF THINGS GO WRONG
We endeavour to ensure our services operate smoothly but occasionally we may not be able to meet client expectations and you may feel the need to make a formal complaint. We always handle any complaints both positively and efficiently seeking to arrive at a suitable outcome.
Embassy Financial Planning Limited is a subscriber to the Financial Ombudsman Service (FOS) who are an independent third party to which customers can refer complaints to if they cannot be resolved amicably with this firm. Complaints should however continue to be referred to us in the first instance. FOS can be contacted using any of the following:
• in writing: Financial Ombudsman Service, Exchange Tower, London, E14 9SR
• by phone: 0300 123 9123 (charged at a national rate) or 0800 023 4567 (free from landlines)
• by email: email@example.com
• their website www.financial-ombudsman.org.uk provides.further information