Financial Services
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 whole market.
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 investment risk.
- 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 insurance.
- 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 info@warekayfs.co.uk.
