County Associates provide trusted, unbiased independent financial advice to ensure you make the best financial decisions wherever you are in life. Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.
Personal Pension Plans (PPPs) were originally designed for the millions of employed & self-employed individuals who did not have access to a company pension scheme. It goes without saying that companies require specialist financial planning advice. Too many companies leave this aspect of their business to chance risking their business in the process.
Please note: Not all of the above products/services are regulated by the Financial Services Authority. You can check this on the Financial Conduct Authority Register by visiting the Financial Conduct Authority website - www.fca.org.uk or by contacting the Financial Conduct Authority on 0800 111 6768.
Personal Pension Plans (PPPs) were originally designed for the millions of employed & self-employed individuals who did not have access to a company pension scheme. It goes without saying that companies require specialist financial planning advice. Too many companies leave this aspect of their business to chance risking their business in the process.
Please note: Not all of the above products/services are regulated by the Financial Services Authority. You can check this on the Financial Conduct Authority Register by visiting the Financial Conduct Authority website - www.fca.org.uk or by contacting the Financial Conduct Authority on 0800 111 6768.
Services
Our clients are our assets, capital and reputation.
If any of these is ever diminished, the last is the most difficult to restore.
We are dedicated to complying fully with the letter and spirit of the law, rules and ethical principles that govern us.
Our success depends on an unwavering adherence to this standard.
We take pride in the professional quality of our work.
We have an uncompromising determination to achieve excellence in everything we do.
Although we may be involved in a wide variety and heavy volume of business, we would rather be best than biggest.
If any of these is ever diminished, the last is the most difficult to restore.
We are dedicated to complying fully with the letter and spirit of the law, rules and ethical principles that govern us.
Our success depends on an unwavering adherence to this standard.
We take pride in the professional quality of our work.
We have an uncompromising determination to achieve excellence in everything we do.
Although we may be involved in a wide variety and heavy volume of business, we would rather be best than biggest.
We are strongly committed to ensuring that all of our clients have the opportunity to make the best decisions possible for their financial future, whilst having access to a wide choice of products available in the marketplace.
At County Associates (UK) LLP, we take great pride in the trust that our clients place with us, recognising that sustained professionalism in our relationships, is the key to successful financial decision making.
As financial planning can be complex, we understand the value of clear and succinct communication, meaning that all proposals and solutions are presented with total clarity.
At County Associates (UK) LLP, we take great pride in the trust that our clients place with us, recognising that sustained professionalism in our relationships, is the key to successful financial decision making.
As financial planning can be complex, we understand the value of clear and succinct communication, meaning that all proposals and solutions are presented with total clarity.
Thanks very much for your visit earlier in the week.
We both feel very 'comfortable' that you are overseeing our investments.
We both feel now that we are making 'progress' and you are certainly making us think about things that in the past we would not have given a lot of thought!
To have the financial planning and asset management put in such clear terms was a refreshing change to some of my previous consultations.
County Associates have been our family financial advisers for about 10 years now and we have been consistently impressed.
We both feel very 'comfortable' that you are overseeing our investments.
We both feel now that we are making 'progress' and you are certainly making us think about things that in the past we would not have given a lot of thought!
To have the financial planning and asset management put in such clear terms was a refreshing change to some of my previous consultations.
County Associates have been our family financial advisers for about 10 years now and we have been consistently impressed.
We recognise that during your lifetime your personal situation and aspirations will change and therefore, your financial plan will need to be able to adapt to these changes.
Our comprehensive financial planning process forms the foundation for our Financial Advice services to ensure we are able to provide advice that continues to remain relevant and will provide a long-term benefit.
We will meet with you to discuss your position and establish how we can help.
During this meeting, which is at no cost to you, we provide you with an understanding of how County Associates (UK) LLP can assist you.
Our comprehensive financial planning process forms the foundation for our Financial Advice services to ensure we are able to provide advice that continues to remain relevant and will provide a long-term benefit.
We will meet with you to discuss your position and establish how we can help.
During this meeting, which is at no cost to you, we provide you with an understanding of how County Associates (UK) LLP can assist you.
We offer expertise in Retirement Planning from simple Personal Pensions to the more complex structures such as Executive Schemes and Self Invested Personal Pensions.
Flexi Access Income Drawdown Contracts and Phased Pension Withdrawals for clients looking to take the Tax-Free cash whilst keeping funds invested.
Longer term investments in stocks and shares, property, fixed interest and corporate bonds for clients looking for alternatives to the Banks and Building Societies.
Investment into OEIC's, ISA's, investment trusts, regular savings plans, offshore bonds and investment bonds.
Flexi Access Income Drawdown Contracts and Phased Pension Withdrawals for clients looking to take the Tax-Free cash whilst keeping funds invested.
Longer term investments in stocks and shares, property, fixed interest and corporate bonds for clients looking for alternatives to the Banks and Building Societies.
Investment into OEIC's, ISA's, investment trusts, regular savings plans, offshore bonds and investment bonds.
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