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Business Protection
General
Investments
Pensions
Protection
Business Protection

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

The Financial Conduct Authority do not regulate on tax planning, estate planning and inheritance tax planning.

General

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

The Financial Conduct Authority (FCA) does not regulate Taxation and Trust Advice, some Buy to Let Mortgages, Estate Planning or Inheritance Tax Planning.

Investments

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

For ISA'S Investors do not pay any personal tax on income or gains but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA manager.

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value.

Life and Protection Insurance

Life and Protection Insurance

The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.

Long Term Care

Long Term Care

Meeting the cost of residential and nursing care in old age is a growing issue for many people in the UK. As life expectancy continues to lengthen, more of us can expect to require some form of long-term care. This section contains information to allow you to understand the current situation and help you plan for your future. As with all the information on this website, it's purely intended as guidance - for advice on your specific circumstances you should seek advice.

Pension Planning

Pension Planning

It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Goal Financial Planning Limited. Registered in England and Wales, under no. 08794528. Registered Office: Red Lion Quarter, Crackpool Lane, Spalding, Lincolnshire PE 11 1WD.

Goal Financial Planning Limited is an Appointed Representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority.

Approver Quilter Financial Planning Solutions Ltd 11/09/2024

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