Our comprehensive planning service encapsulates your full financial arrangements and aims to assist you with the decision process involved with achieving your lifetime financial and personal objectives.
Nobody knows what the future might bring but you can make sure that you and your loved ones are protected against potential financial losses as a result of death or disability.
Today it is more important than ever to plan your Investments and Retirement carefully and in good time. We can advise you on establishing new provision and review your existing arrangements in light of the recent pension reforms.
Effective financial planning involves ensuring you don't pay more tax than you need to whilst making the most of any appropriate tax saving incentives.
— Life Cover
— Income Protection
— Critical Illness Cover
— Pension Planning
— Retirement Planning
— Inheritance Tax Planning
— Regular Savings
— Keyman Protection
— Shareholder/Partner Protection
— Director/Partner Retirement Planning
— Group Pension Schemes
Carl Petersen
Hafod Wen,
Cae Rex, Llanblethian, Cowbridge,
Vale of Glamorgan CF71 7JS
T 01446 771465
Tony Jewell
Pinewood, Crown Road, Llanfrecfa,
Cwmbran NP44 8UP
T 01633 480139
Oxford Office
Prama House,
267 Banbury Road,
Oxford OX2 7HT
T 01633 480139
