Personal Services
Tailored planning that treats you as part of our family
Introduction to our personal services
Secure your financial future and enjoy the lifestyle you deserve
As Financial Planners, we will help with your financial aspirations, plan for the lifestyle you want in retirement and manage your financial life with certainty and ease. We will save you precious time, ensuring your loved ones are protected and minimising the tax you pay.
Once we have understood your aspirations and established your financial objectives, we will produce your personalised, easy to understand financial plan. This will help towards achieving your goals efficiently and securely, and with regular reviews we can help you navigate your financial independence.
We will help take your financial worries away by ensuring your money is always working as hard for you, as you did for it. Our team can ensure that your strategic Plan remains consistent with your long term goals, by reviewing the markets, new legislation implications and changes in your circumstances.
For a free initial consultation please follow the link below
Retirement Planning
Planing for the retirement you aspire to and deserve
Could you live on the £168.60 a week Basic State Pension ?
Whether you dream of spending lazy days in the garden, holidays abroad or simply time with your grandchildren, a pension plan could give your retirement plans a healthy boost.
Your retirement should be something to look forward to – a chance to take up new hobbies, spend more time with family or friends or travel the world – not to worry about how to make ends meet.
Pension plans are simply saving plans with tax advantages, and we believe that they are still the most efficient way to provide a regular income in retirement. Payments can be made into Personal Pension Plans either as a lump sum or as regular payments. The payments can be changed as your income changes throughout your working life.
The amount of pension you receive at retirement is based on the amount you have saved, the length of time you have saved for, and investment performance.
Intelligent Tax Planning
Minimise the tax you pay with a non-contentious and positive tax strategy
Tax planning helps you minimise the tax you pay meaning more money stays in your pocket. We aim to do this by allocating key investments to the lowest tax payers first and exploiting the most effective tax exemptions available.
Tax Planning and Financial Planning go hand-in-hand. There’s no point in putting a wonderful investment solution in place if you have to pay ridiculous amounts of tax.
Our solutions will always consider tax implications – either if you are selling an asset, or for a proposed investment.
IHT planning would be very straightforward if we knew when we were going to die.
IHT planning should be about your priorities.
Most ways of avoiding or reducing your potential IHT bill is to gift or give money away (particularly using complex Trust arrangements). However, the greater priority for you, maybe to keep control of your capital.
A suitable alternative could be to put in place a life assurance plan for your beneficiaries to cover the IHT liability.
If you’re at a stage of life where your capital is surplus to your needs, we can then look at saving serious amounts of tax with careful planning.
Protection Policies
Ensure that you and your loved ones are protected
Ensure that you and your loved ones have sufficient financial protection in the event of death or disability. This is still the cornerstone of good financial planning.
There are events we can all face that have the potential to completely transform our lives.
It is a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household become seriously ill or die. It may not happen to you – we hope it doesn’t – but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family’s lifestyle.
Want more information?
Corporate Financial Resources LLP is a Limited Liability Partnership and is authorised and regulated by the Financial Conduct Authority.
Corporate Financial Resources LLP is entered on the Financial Services Register https://register.fca.org.uk/ under reference 942580.
Corporate Financial Resources LLP is a registered business in England & Wales OC370816; registered address is 11 Rucrofts Close, Aldwick, Bognor Regis, England, PO21 3SL.
Members: Nick (Thomas) Cronin & Paula Cronin.
Suite 204, MDL, 63 St Mary Axe, London, EC3A 8AA
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate will writing and taxation and tax planning and trust advice.
If you wish to register a complaint, please write to or telephone
nick@corporatefinancialresources.com or
+442039485171.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at:
www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
You Data will be used for the purpose intentended for contact reasons only. Your Data will not be shared for 3rd party promotions, for our
Privacy Notice please click.