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Events
 
Oz Clarke December 2007 in Winchester
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Radcliffe offices renamed as permanent memorial to former chairman
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  Individual Finance Advice  
     
  Personal pensions - Including SIPPs and SSASs

Our consultants act for everybody from private individuals to company directors. And the solutions we provide range from Small Self Administered Pension Schemes (SSAS) to Self Invested Personal Pension Plans (SIPP) including arrangements for income withdrawals and Alternatively and Unsecured Pensions.

Some of our team are also authorised to conduct pension transfer business, with each of them being qualified to standards set by the Financial Services Authority.

Please note that we do not act as pension Trustees, but work with specialists who can provide this service.

Investments

We can advise you on a wide range of Offshore to Onshore investment vehicles encompassing ISA’s, Unit Trusts, OIECS, Bonds (including Portfolio, Trustee and Corporate Bonds), National Savings and Cash, Bank and Charity Accounts.

Inheritance Tax Planning

Our Tax Planning advice can help you to reduce your future liabilities. Our consultants are familiar with Will Trusts and other mitigation schemes, which have become invaluable with recent changes in the law.

Mortgages

Radcliffe & Co Mortgages Ltd was established in 2003 to help you to choose the mortgage that best suits your requirements, lifestyle and budget. Our service also includes expert and experienced advice on any associated protection plans that you might need.

 
     
 

This site is for reference and we would welcome discussion face to face. Please do telephone us on 02380 222 444 or simply complete the enquiry form and we will contact you.

 
     
  Please take a moment to look at the testimonials we have from existing clients.  
     
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Radcliffe & Co Life & Pensions Ltd and Radcliffe & Co Mortgages Ltd are authorised and regulated by the Financial Services Authority