Some people may find personal financial planning a confusing and daunting prospect.
At Core Financial we offer a well rounded approach to planning so that all aspects of your situation, needs and wants are taken into consideration before offering advice. With our approach to the planning process you should never find yourself doing something you are not sure about or do not fully understand.
Some of the areas we can advise on are:
- Pensions (see Pension Planning)
- Retirement Planning (see Retirement Income Options)
- Inheritance Tax Planning (Contact Us)
- Estate Preservation (Contact Us)
- Life Assurance (see Life Assurance)
- Health Care (Contact Us)
- Investments & Savings, ISA’s etc. (see Investments & Savings)
- Offshore Investments (see Offshore Investment)
- Mortgages (see Mortgage Services)
- Home Insurance (Contact Us)
Although we can offer an execution only service where we act upon your instructions we much prefer to fully understand our clients and advise accordingly.
More information on the various generic products available can be found under product information.