We can now offer advice on
financial products through our separate Independent Financial
Adviser business, Ware & Kay Financial Services Ltd. The
service is provided by qualified and experienced financial
advisers, dedicated to providing financial solutions for Ware &
Kay clients and selecting the best products available from the
Our service covers everything from
a comprehensive, individually tailored financial plan to specialist
advice on specific areas.
Financial Services include:
- Investment planning:
creating a portfolio of investments to make the most of your money
and achieve your objectives, whilst keeping within agreed limits of
- Inheritance tax
planning: designing and implementing strategies to ensure
that more of your money is passed to your chosen beneficiaries by
reducing the tax payable during your life time and upon death.
- Pension planning:
helping you to improve your prospects of a comfortable retirement
by making use of available tax breaks and ensuring that any
existing pension plans are delivering best value.
- Protecting your assets or
safeguarding your family through both life and health
- Making financial provision for
tax-efficient long term care for the elderly.
- Arranging mortgages and
releasing equity through lifetime mortgages.
We also provide advice and service
to business - from protecting key employees, partners or
shareholders to arranging group pensions and employee benefits.
The initial discussion is without
obligation, is free of charge and can be held at
our offices or at your home. Fees for further advice are discussed
at this first meeting.
If you require advice in relation
to any area of Financial Services please contact our offices on
York 01904 716116 or firstname.lastname@example.org.