01732 742089

info@samuels.co.uk

Call Us01732 742089

Emailinfo@samuels.co.uk

Financial Services

Home Financial Services

We have been assisting clients with all their financial management, planning and protection needs for over 30 years. Below is a summary of these services which you may find useful.

Investment Management

We cater for every financial need, with thorough compliance and evaluation of all product provider platforms. We look at..

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Estate & Inheritance Protection

Inheritance Tax (IHT) has been said to be almost an 'voluntary tax' and is often the largest tax bill at the most unfort..

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Retirement Planning

We cater for every financial need and as part of that we consider if it is beneficial for you to contribute into a pensi..

Find Out More

Protection Assurance

When you are considering any life assurances, mortgage cover or other protection type policies, we can help by reviewing..

Find Out More

Investment Management

We cater for every financial need, with thorough compliance and evaluation of all product provider platforms. We look at the whole market to offer bespoke advice, based on your specific financial circumstances, aim and objectives.

Estate & Inheritance Protection

Inheritance Tax (IHT) has been said to be almost an 'voluntary tax' and is often the largest tax bill at the most unfortunate moment. But with careful planning and appropriate advice, inheritance tax can be mitigated throughout life so its effects are minimised.

Retirement Planning

We cater for every financial need and as part of that we consider if it is beneficial for you to contribute into a pension plan as part of a long-term strategy, not something you think about just before you retire.

Protection Assurance

When you are considering any life assurances, mortgage cover or other protection type policies, we can help by reviewing the whole market for you. Given our experience, we can advise on the nuances of the protection market that could make significant differences to your ongoing costs and potential pay outs.