Financial Planning - The Choices Service

For clients who do not necessarily require their finances to be reviewed on a regular basis, the Choices Service offers a full range of financial planning options and transactional advice from which, as the name suggests, they can choose:

  • Financial Review
  • Investment Updates
  • Pension Planning
  • Savings
  • Commencement of Retirement Benefits
  • Inheritance Tax Planning
  • Protection in the event of Death and/or Ill Health
  • Care Needs
  • School Fees Planning
  • Lifestyle Planning
  • Cashflow Analysis and Forecasting
  • Review of Savings Accounts

The Choices Service fees

A charge is made for the time spent, based on the type of work being undertaken and charge out rates. A fixed fee option is available for certain types of work. Details of fee rates are available on request.

Please read our Privacy Statement before sending an email to us.

The Financial Services Authority does not regulate Taxation advice, Estate Planning Services and Trust Advice.

The value of investments can fall as well as rise.

Tax legislation may be subject to change.

The County Partnership is a trading name of The County Partnership Ltd which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 467629

Directors: Mark Helmke, Henry Hodgkins and Andrew Thatcher

AFAP logo