OVER 55 AND WANT TO ACCESS YOUR PENSION CASH ?
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Independent Financial Advisers
Welcome to the homepage of the Policy Servicing Company, a team of highly experienced independent financial advisers based in Swindon. Whilst we specialise in Pension, Investment and Inheritance Tax Planning, we have a wealth of experience in all areas of financial planning for individuals and businesses and can deal with you in the comfort of your own home or work exclusively by e-mail and telephone, dependent upon your location and needs.
Call us FREE Phone 0800 567 0018 to arrange a free, no obligation consultation.
Protection
Life assurance, Critical illness and Income Protection are all designed to protect you, your family or your business by providing a lump sum or a continuous income in the event of death or illness. As independent financial advisers we have access to the entire marketplace and can tailor a solution to fit your needs and budget.
Investments
Unit Trusts, ISAs, Investment Bonds, Onshore or Offshore? With a bewildering array of investments with differing tax treatment it's vital to get advice before investing lump sums. We will assess your attitude to risk and investment objectives and offer advice on portfolio planning and recommend investment plans based on objective research. Whether you are looking for income, growth or a combination of the two then please contact us to see how we can help
Pensions
Retirement is something most of us look forward to. But will your pension be enough to provide you with the lifestyle you want? We'll help you assess your existing pensions and make arrangements to address any shortfalls. If you're over 55 and want to access tax-free cash and/or income from your pensions we can advise you on the most effective plans.
Over 55 and want to access your Pensions ?
If you're 55 or over you can access tax-free cash and/or income from your pensions without having to retire. Visit our PENSIONS page for more information
Mortgages
We can research the whole mortgage market and can provide you with a range of options to suit your budget and personal circumstances.We organise mortgages for first time buyers, clients moving home, remortgages for any purpose, Buy to Let and commercial property mortgages. Call us with your requirements
Tax and Estate Planning
With house prices increasing across the country Inheritance Tax (IHT) has become an issue for more and more people. The Government has taken active steps to close 'loopholes' but numerous ways still exist to reduce your potential liability.The first steps are to write a tax-efficient will and we can assist you with this important step.
Corporate Financial Advice
For most businesses the key considerations are reducing tax, ensuring business continuity in the event of death or disability of key individuals and succession planning. We can help you with these and other aspects, including providing tax-efficient benefits to recruit and retain the best staff.
Contact us now FREE Phone 0800 567 0018 for your free, no obligation consultation