Financial Planning

Our associate company KBS Financial Planning Ltd is authorised and regulated by the Financial Services Authority. They offer impartial advice on a range of complementary financial matters.  Services include:

Personal Lines

• Lump Sum Investments
• Regular Savings Plans
• Retirement Planning
• Income Protection
• Critical Illness
• Life Cover
• Long Term Care
• Offshore Investment Planning
• Inheritance Tax Planning
• Private Medical Insurance

Corporate & Business Plans

• Executive Pensions
• Stakeholder Pensions
• Group Personal Pensions
• Group Income Protection
• Group Life Cover
• Group Critical Illness
• Keyman Protection
• Partnership Protection
• Share Protection
• Employee Benefits

Note: The FSA does not regulate taxation and trust advice, and some types of offshore investments.