Not often considered, but a vital and valuable part of Financial Planning are the use of Trusts and writing a life policy in Trust, but what is a Trust? In broad terms, a trust is simply a way of gifting property. Any type of property such as shares, buildings and cash can be the subject of a trust. You can also use a trust to make a gift of a life policy…
Trevor Branton, Independent Financial Adviser | South Hams, Devon
Do I need to seek Financial Advice?
In today’s hectic world its difficult enough to find time in our lives to do the enjoyable things in our lives, let alone trying to find a few spare moments to find time to deal with our financial affairs. The irony about it all is that if we choose not to assess our financial affairs, we may not get to do the things we enjoy in life. Simple things like enjoying your time in retirement, spending time with family or indulging in that ever elusive hobby may prove to be less of an enjoyment if our financial elements in life are not in order.
Financial Planning and Advice from a Professional Financial Adviser is a great way to ensure that your aspirations and goals are met and this is where I come in.
My name is Trevor Branton and as a Financial Adviser based in the South Hams and I can show you how to make your money work harder and smarter for you to enjoy the finer things in life. As financial adviser I can help with things such as:
- Investing money for growth or income.
- Regular savings plans for future events
- Protecting what’s important to you
- Retirement & Pension Planning
- Annuity & Annuities Advice
- Inheritance & Tax Planning
- Mortgage and Remortgage solutions
By taking in to account your individual personal situation, circumstances and requirements, I will come up with the best solution possible to help your hard earned cash work in the most tax efficient and beneficial way to suit your needs.