Our independent status offers us the ability to survey the whole of the financial market to offer you the best products tailored to suit your requirements and help you reach your goals. We help our clients achieve the best results from their financial planning, by providing first-rate advice in the areas of investments, retirement benefit advice, pensions, wealth management, protection and Inheritance Tax planning.
We offer a holistic approach to our clients, looking at the whole picture of their circumstances, their lifestyle and objectives to offer the best possible approach to their financial needs. People and Business IFA are Independent Financial Advisers who are passionate about helping private individuals and business owners manage their financial affairs.
We create financial plans designed to achieve, maintain and protect a desired lifestyle or business goal. We have over 25 years' experience in the financial marketplace. Our clients include private individuals, business owners and corporate bodies; our independent status allows us to provide recommendations from the whole of the market.
We offer a holistic approach to our clients, looking at the whole picture of their circumstances, their lifestyle and objectives to offer the best possible approach to their financial needs. People and Business IFA are Independent Financial Advisers who are passionate about helping private individuals and business owners manage their financial affairs.
We create financial plans designed to achieve, maintain and protect a desired lifestyle or business goal. We have over 25 years' experience in the financial marketplace. Our clients include private individuals, business owners and corporate bodies; our independent status allows us to provide recommendations from the whole of the market.
Services
Our case studies offer real life examples of how our services and products have benefited previous clients and helped them reach their goals.
Our case studies show a range of different areas of expertise such as investment and pensions and how we tailored our service to provide the best for our client.
Although all case studies are real life situations, the names of clients have been changed in order to protect their privacy.
If you have any questions regarding the case studies or wish to enquire about your own finances, please contact us at People and Business.
Our case studies show a range of different areas of expertise such as investment and pensions and how we tailored our service to provide the best for our client.
Although all case studies are real life situations, the names of clients have been changed in order to protect their privacy.
If you have any questions regarding the case studies or wish to enquire about your own finances, please contact us at People and Business.
Over the course of your lifetime your goals and challenges will change, alongside your transition through life's stages.
Our team at People and Business will work with you to help you prioritise what is important to you and then bring the expertise to help you make informed and beneficial financial decisions.
Many of our clients are private individuals, we provide services to support their financial planning, including protection of family and income, pensions, investments and Inheritance Tax planning.
Our team at People and Business will work with you to help you prioritise what is important to you and then bring the expertise to help you make informed and beneficial financial decisions.
Many of our clients are private individuals, we provide services to support their financial planning, including protection of family and income, pensions, investments and Inheritance Tax planning.
Security is an essential part of any personal financial plan.
You will want to protect your family's lifestyle in case you are unable to provide for them, due to sickness, an accident, disability or even death.
Most people take out a protection policy to provide for their families and alleviate any financial worries at a difficult time.
There are many types of polices with different premium options, therefore it's a good idea to get some financial advice if you are considering taking out a policy to cover Life Insurance, Critical Illness or Income Protection.
You will want to protect your family's lifestyle in case you are unable to provide for them, due to sickness, an accident, disability or even death.
Most people take out a protection policy to provide for their families and alleviate any financial worries at a difficult time.
There are many types of polices with different premium options, therefore it's a good idea to get some financial advice if you are considering taking out a policy to cover Life Insurance, Critical Illness or Income Protection.
Pensions play a big part in everyone's lives, whether you've been planning since you started your career or you would now like to put provisions in place; we are here to help you make decisions regarding your pension and retirement planning.
Pensions offer a way of investing your money, with the benefit of tax relief, in order to grow your funds to keep you supported once you decide to retire.
These can consist of private pensions, work place pensions, defined benefit and defined contribution pensions.
Pensions offer a way of investing your money, with the benefit of tax relief, in order to grow your funds to keep you supported once you decide to retire.
These can consist of private pensions, work place pensions, defined benefit and defined contribution pensions.
During the course of your lifetime, you will accumulate a portfolio of assets and property that you probably want to pass on to future generations.
However, your estate could be liable to substantial taxation that could prevent your assets being administered in the way you intended.
The impact that inheritance tax will have depends on the value of your estate at the time of your death.
However, it is important to start this process as early as possible to give yourself the opportunity to plan over the long term.
However, your estate could be liable to substantial taxation that could prevent your assets being administered in the way you intended.
The impact that inheritance tax will have depends on the value of your estate at the time of your death.
However, it is important to start this process as early as possible to give yourself the opportunity to plan over the long term.
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