Smart Financial / Stand No: T25

We offer Financial Advice for Business Owners & individuals to help them reduce tax, enhance personal & business protection, and maximize wealth.

Pensions & Retirement Solutions:

1. Company Director Pensions
2. Tax-efficient Wealth / Cash Extraction from the company via Pension.
3. How to maximize pension contributions.
4. Self Employed Pensions
5. Master Trust Pensions
6. UK Pension Transfers
7. Workplace Pension Transfers
8. Purchasing Property through Pensions
9. Retirement Planning
10. Retirement Options

Life & Protection:

1. Key Person Insurance
2. Co-Director Insurance
3. Serious Illness Cover
4. Personal & Executive Pension Term Assurance
5. Mortgage Protection
6. Personal & Executive Income Protection

Investments:

1. Regular Savings Plans
2. Investment Bonds
3. Children’s College Savings Plans
4. ESG Investment Options