Financial Planning Advice for Individuals
We will help you to get a clear picture of where you are now, where you want to be, and what it will take to get you there.
We can offer advice in all areas of personal financial planning. Simply click on the links to the right for further information.
We also have a number of easy to use calculators that will also help you to check and plan your finances, for example:
Loan calculator to work out how much interest you will pay on a loan, calculate the APR and the normal rate of interest.
Savings calculator to see how you savings will grow (or how much you need to save to meet a particular goal)
Inheritance tax. How much inheritance tax will be due on your estate?
Millionaire calculator When will you become a millionaire?
Use the following link for useful information from the Financial Services Authority: