Financial planning for individuals

The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.

Tax advantages mentioned are dependent on individual circumstances and may be subject to change in the future.

Some aspects of tax planning advice are not regulated by the Financial Services Authority.

Financial planning for individuals

Ashcourt Rowan Financial Planning Limited

How can Financial Planning help?

Financial Planning helps you prepare the way forward for a healthy financial future. It involves assessing what’s most important to you in life – identifying your goals – then working out how to achieve those aims by planning your finances accordingly. By doing this, you can reduce the stress involved in managing your money, be in control of your finances, and make more effective financial decisions.

We believe that the creation of a personal financial plan can be truly empowering. From tax planning advice and mitigation to protection, savings and investments and retirement planning – our financial planning experts can gather the right information to help you make the best decisions.

Send to a friend

I attended a seminar presented by Barry Stewart, giving information about Inheritance Tax planning. I have had a number of meetings with him at my home concerning this complex subject. After the initial meeting, my son has also been present. Following my husband's death in 2009, when I needed to be clear about any possible IHT liability, Barry has been extremely helpful, clear and concise in his advice relating to the options I need to consider, especially regarding my family giftings. I wish to place on record my appreciation of Barry's support and guidance.

Mrs Simmonds

August 2011