Personal Financial Planning

Our range of personal financial planning services is extensive, from managing a tax efficient investment portfolio to retirement planning

Personal Financial Planning Personal Financial Planning

At Pole Arnold we provide advice tailored to each individual client’s needs. This may be simply to fill an obvious planning gap or it may take the form of a total holistic financial plan to ensure all needs and objectives are met today and monitored into the future so that clients remain on track to achieve their financial objectives.

Financial needs change as circumstances change. A client building his business or career will have different priorities to one who has just sold his business and is contemplating retirement. Those looking to provide for their retirement may require different advice to those enjoying the benefits of a lifetime’s saving. Core areas of advice include:

  • Investment Management
  • Retirement Planning
  • At Retirement options (pension drawdown, annuities etc)
  • Self-Administered Pensions
  • Tax planning in conjunction with accountants and solicitors
  • Inheritance Tax and trust planning
  • Savings
  • ISAs
  • Protection arrangements including life/critical illness assurance and income protection