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Exeter | 01404 598 373 Colyton | 01297 578 460 Exmouth | 01395 542 551
 
IFA Cheltenham
estate planning
 
Independent Financial Advisor Cheltenham
 
  "A tailored strategy for your estate - Speak to us."
 
  How much will you be leaving to someone?
 
  Planning a legacy for your children?
 
  On shore / off shore trusts?
 
  Reducing your inheritance tax liability?
 
  Increasing or decreasing your actual income?
 
  What is your personal tolerance to investment risk?
 
  What are your personal investment objections?
IFA Exeter
for estate planning
  "A tailored strategy for your estate - speak to us"
IFA Cheltenham Independent Financial Advisor Cheltenham
Estate Planning can be less complicated than you think. You don't have to lose all the benefits of your savings to mitigate inheritance tax.
We will use a variety of on-shore and off-shore trusts to help reduce your inheritance tax liability coordinated with an investment strategy based on your personal tolerance to investment risk and income objectives.
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  "Helping you with investment for your future"
 
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Contact our offices for investment advice and planning
 
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
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