People often amass numerous investments over their working life such as ISAs, Investment Bonds and Unit Trusts. You may wish to investigate whether your investment affairs can be consolidated to a single, flexible investment platform. To talk to us and discuss your options please phone 0121 233 9922.
INDEPENDENT PENSIONS ADVICE
People often amass numerous pension ‘policies’ over their working life. Often, they wish to investigate whether their pension funds can be transferred into a single contemparary pension plan.
INHERITANCE TAX PLANNING
Opportunities exist to legitimately reduce, or even eliminate, the impact of Inheritance Tax on your family. Taking action early could save your family a significant amount of tax. To speak to us and discuss your options please phone 0121 233 9922.
About Allsopp Financial Management
A leading firm of Chartered Financial Planners & Independent Financial Advisers
We are a leading firm of Chartered Financial Planners & Independent Financial Advisers. Based in modern offices in the heart of Birmingham’s historic Jewellery Quarter, we have been providing first class independent financial advice since 2002.
As a family run business, we recognise the importance of developing a long term, professional relationship with you. This allows us to continually protect, build and maximise your wealth.