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What we do...

Our five questions:

Financial Planning

Do you need help in ensuring you and your family are adequately financially protected in the event of you dying, suffering a major illness or being unable to work due to accident or sickness?

Life Planning
Do you need help in planning your retirement and ensuring you have adequate income in later life?

Retirement Planning

Are you approaching retirement and looking for help and guidance in finding the best available options for your pension?

Independent Financial Recommendation

Do you have savings or investments that you would like reviewed? Are they achieving the returns you expected? Would you like to explore your options? Are you aware of the risks you are currently taking?

Tax Advice

Does the amount of tax that you are paying now, or the amount that may be liable upon your death concern you? Would you like help in mitigating these potential liabilities?

 

Our answers:

 

PROTECTION:
At Tudor, we have a wealth of experience in finding the most appropriate and competitive life assurance, critical illness or accident and sickness policies from across the whole marketplace to suit your needs and budget. We are fully independent so if you are worried about how you or your family might cope financially should disaster strike, we can help.

PRE-RETIREMENT:
We would all like to retire and not suffer a reduction in our standard of living due to insufficient income. We are sure you are aware this takes careful planning, management and investing your retirement savings in the most tax efficient way. If you need help with any of this or are unsure where to start or turn next, we can help.

POST-RETIREMENT:
It is a daunting time when you are approaching retirement and you want to ensure you are making the right decisions with all the money you have accumulated in your pension funds from hard earned income over your working life. This money needs to last you for the rest of yours, and possibly your partner’s life so it is important to get these decisions right and you could be faced with a minefield of information and options. We can help you to see the wood for the trees and make informed choices for your future security.

INVESTMENTS/SAVINGS:
Do you have savings earning very little in the bank or building society and wonder what other options are available? Do you have investments and are unsure how they are doing and whether your money is in the best place for your requirements? All investments carry an element of risk, we will help you invest at an appropriate risk level for you. Have you just received a lump sum from inheritance, property sale, pension fund or anywhere else and are unsure what to do now? We can help you make the right decisions.

TAX PLANNING:

Nobody likes paying tax but it is a complicated subject. With a little help and guidance, we may be able to help you reduce your tax bill and ensure that when you eventually pass away, your family benefits fully from your hard earned savings without the tax man taking a big share of your money.