JSP Financial Services Limited

SERVICES WE OFFER

This section will cover our general services as well as the following in more detail below:-

• ISAs AND UNIT TRUSTS/OEICs
• CURRENT SAVINGS & INVESTMENT RATES
• INVESTMENT PLANNING
• PENSION PLANNING
• PROTECTION PLANNING
• JSP GUIDES

As Independent Financial advisers, we are able to offer our clients advice on products from every financial product provider in the UK.

We operate on a fee or adviser charge basis to suit your needs.

Financial planning advice is available to INDIVIDUALS and BUSINESSES. Contact us for details:-

PERSONAL CLIENTS

* Pension planning, Stakeholder Pensions, SIPPs

* Flexible Retirement Planning: annuities, drawdown etc 

* Investments - ISAs, Unit Trusts, Investment Bonds, Investing For Income/Growth.

* Life Assurance/Critical Illness.

* Income Protection.

* Saving for school/university fees, other saving plans.

* Inheritance Tax.

* Long Term Care.

BUSINESS CLIENTS

* Self Invested Personal Pensions.

* STAKEHOLDER Schemes for employees - what you need to do.

* Workplace Pension Reform.

* KEY MAN assurance & SHARE PROTECTION PLANNING.

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INVESTMENT PLANNING

Experienced in arranging investment portfolios to suit your aims, having regard to risks and potential returns.

We can guide you through the array of investment products, from bank or building society deposits, National Savings, Guaranteed Bonds, With Profit Bonds, Investment Bonds, ISAs, Unit Trusts, right though to Enterprise Investment Schemes and Venture Capital Trusts.

Let us consider your existing investment plans and provide our recommendations for consideration.

PENSION PLANNING

With over 25 years' experience we can guide you through the stages of effective pension planning, considering:-

1) Market leaders based on charges, performance and flexibility.

2) Adapting your planning to suit your changing needs. A fully insured plan? A Stakeholder Pension? A plan with much greater investment choice - unit trusts, shares, property - where you have a greater say in investing your money?

3) Flexible retirement planning at the end - conventional annuities, impaired life annuities, with profits/unit-linked annuities or phased retirement planning or income drawdown plans - guiding you through the options to ensure you make the most of your choices. 

PROTECTION PLANNING

It is important to protect what you have built up, and we can provide advice on a range of protection issues such as:-

*  Inheritance Tax Planning

*  Life Assurance/Critical Illness Protection

*  Mortgage Protection

*  Income Protection Plans

*  Long Term Care Planning

CONTACT US FOR MORE INFORMATION

JSP GUIDES

Contact us for our free guides on:-

ISAs

Investment Planning

Building An Investment Portfolio

Self Invested Pensions

Stakeholder Pensions

Inheritance Tax Planning

Long Term Care

Workplace Pension Reform

Key Man Assurance

Share Protection