40 Berners Street Fax 020 7907 4525
London W1T 3NA info@inspiredadvice.co.uk
Copyright © Inspired Advice Limited Registered office 12 Old Bond Street, Mayfair, London W1S 4PW Registered in England and Wales No 06164688
Inspired Advice Limited is an appointed representative of 2020 Financial Services Ltd which is authorised and regulated by the Financial Services Authority
The types of services we offer at Inspired Advice are:
· Help with specific individual areas of need. For example arranging a mortgage or setting up a pension.
· We can review your existing arrangements and policies. For example review your life cover or check the risk profile of your pension fund.
· Run through a full, broad-based planning exercise to review of your current financial circumstances & assessment of progress towards achieving your objectives.
· Carry out more complex tax-planning work. For example to assist in reducing Inheritance Tax liabilities.
· Provide services aimed at clients entering a particular phase in life. For example the restructuring of pensions and investments at the point of retirement and advising on the best way to take pension income.