Pensions made Simple. Most people we meet do not understand pensions and therefore ignore them. Speak to an adviser and we guarantee that within an hour of your complimentary review you will not only understand your current pension provision and the underlying investments but also you will be able to make an informed decision about planning for your retirement. We believe in working with you and your unique circumstances rather than recommending a ‘one size fits all' option.
Example Products/Services: SIPP, PPP, Occupational Pensions, GPP, Final Salary, Drawdown, Annuity, Property/Land in Pensions, Pension Consolidation
Investments and Savings made Simple. Upon completion of your complimentary review
we will offer you tax efficient solutions to meet your specific needs. We recommend products from the
whole of the market to hold bespoke investment portfolios aligned to your attitude to risk. These will
provide you with either growth or income, as required. Our portfolios are reviewed monthly by our investment experts and their impressive performance is then communicated to you to keep you updated, along with any ongoing recommendations.
Example Products/Services: ISAs, Investment Bonds, Collectives, Trusts, Offshore Investment, Investment Consolidation, Utilising Available Tax
INHERITANCE TAX PLANNING
IHT made Simple. Ensure your loved ones receive as much of your hard earned estate as possible by mitigating any potential 40% inheritance tax liability. Contact us for a complimentary review.
Example Products/Services: Trusts, Pensions, Gifts, Life Insurance, Offshore
EMPLOYEE BENEFITS & AUTO-ENROLMENT PENSIONS
An effective pension and employee benefits strategy can help you recruit and retain high calibre employees.
We can recommend a specialist mortgage adviser for independent advice.
Ensure those dependent on you, whether family or business partners, are well prepared for the worst to happen.
LONG TERM CARE PLANNING
Henri James Wealth is a trading style of Henri James Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.
Registered Office; Goodridge Court, Goodridge Avenue,Gloucester, GL2 5EN. Registered in England No 08385302