When you reach your later years, the last thing you’ll want to do is spend your time worrying unnecessarily about your finances.
As one of our valued clients, you’ll work with financial advisers who specialise in helping successful people like you through their retirement and beyond. When thoughts turn to protecting your estate and the legacy you’d like to leave behind, you’ll find the reassuring support you need with us.
However complex your personal circumstances or financial arrangements may be, we’ve got the know-how to help. From structuring your wealth to supporting your wishes to helping you make the most suitable choices, you’re in safe hands with our experienced team.
When you begin planning how to divide up your estate, it’s more important than ever that your wealth is in the strongest possible position. Failing to make the most of tax allowances and not paying attention to Inheritance Tax can scupper these plans, but with our help, that doesn’t need to happen.
And, when the time comes to start thinking about what will happen to your assets when you’re no longer here, you’ll have the right team on your side. We’ll help you put things like a will or Lasting Power of Attorney in place, so you can be confident your wishes will be followed no matter what.
All of us need a little help from time to time, and that need often grows the older we get. With the most appropriate plans in place, you can reduce stress and relieve your loved ones of unnecessary burden, and our specialist team is here to help you do just that.
Whatever stage of retirement you’re at, you can get sage advice about funding long-term care from our advisers. By really getting to know your situation and desires for the future, we can tailor our advice to you. You’ll get straightforward explanations of your options from advisers who’ve done this many times before. And you’ll be empowered to make the most suitable decisions to boost your wealth, so you don’t need to compromise when the time comes.
If you’re ready to begin or just want to learn more about the tailored financial support we provide, speak to our friendly team today.
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The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate tax and trust advice, as well as will writing and power of attorney.
“It was very easy to deal with our Partner at Foster Denovo during entire remortgage process. They tried their best to get remortgage completed in time and even helped escalate complaints we had with solicitors. I highly recommend Foster Denovo for financial and mortgage advice.”
“Feel very lucky to have the advice and expertise on offer, especially how much time was dedicated to our case. Having been supported through 3 applications and receiving excellent client service I would always recommend Foster Denovo.”
“We are always very busy and so I appreciate that we can fully outsource our pensions and benefits admin including Group Life Assurance, Group Income Protection and Private Medical Insurance to the Secondsight team. And I can’t speak highly enough of you and your team.”
“Our Partner is a mortgage rock star.”
“Process became difficult half way through so we had to sell a long time before buying the new property. Our Partners were fantastic from start to finish, kept me informed and chased all relevant parties immediately when needed. Literally faultless from my perspective.”
“Our Mortgage Partner was great- they touched base frequently without being overbearing during our house hunt. We waited a long time from offer acceptance to completion date and required a mortgage offer extension which was arranged without issue. My partner is self-employed so our Partner also ensured we had all the correct information and documents to gain mortgage approval. Would definitely recommend”
“The whole process from beginning to end was seamless. We were kept informed by our consultant at all times, no matter the time of day. There were areas of anxiety but our consultant dealt with it all and ensured all queries were dealt with as soon as possible. Would highly recommend.”
“My Partner is extremely friendly and explains any questions I have. They fully and competently guided me through the process and I have full confidence in their knowledge and understanding.”
“Our Partner is amazing, what a credit to any team . House would never of gone through without her. They went the extra mile every day”
“Our Partner was fantastic, they made the whole application process stress free and was very adaptable to our quite specific requirements when finding us a mortgage that suited our needs.”
“A professional and personalised service. Worked tirelessly to find a mortgage suitable for my needs. Provided sound knowledge and advice and always following data protection procedures.”