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Positive Financial Planning Ltd
Address: 13 South Views, Selsdon, Croydon, Surrey CR2 8SH
Telephone: 020 8651 1638
Fax: 020 8651 1638
E-mail: anne.milstead@btinternet.com
Contact: Anne Milstead
General information
Positive Financial Planning Ltd provide specialist advice, assisting clients to identify their financial needs and plan for the future. Believing in a holistic approach ensures that we take account of all circumstances that will impact on our clients’ future plans.
Our Services:
We are pleased to offer advice in all areas of financial planning.
These include:
- Immediate And Future Care Funding (Residential And Domiciliary) - Guiding you through the maze of regulation to fund the expensive costs of care; helping you choose the solution which is the most cost effective for you, whether in a Care Home or in your own home.
- Investing For Income - Helping you to maximise your income in retirement using tried and tested tax efficient methods.
- Saving And Investing For Growth Including Ethical Investment - Adding value to your savings by selecting performance, broadening your investment horizons; finding the most appropriate investment and using tax free and tax efficient vehicles.
- Ethical Investment Assisting you about what sort of investment would work for you and best suit your own principles and then sitting down with you to discover what sort of ethical investment would suit your own risk profile and ethical views.
- Estate Planning And Inheritance Tax Mitigation - Providing solutions to mitigate Inheritance Tax by simple tax and Will planning to more comprehensive solutions for more complicated estates.
- Equity Release - Helping to select the correct vehicle which could unlock the wealth tied up in your bricks and mortar to give you cash in your hands or an increased income.
- Ongoing Pension Management - Helping to build extra provision for your retirement security using highly effective selection tools, very generous tax breaks on pension contributions and tax-free and tax effective solutions.
- School Fees And Child Savings - Helping you to build a suitable nest egg for your children’s or grandchildren’s future. Many people like to invest money in ethical funds for their children, as they want a better world for their children and grandchildren to grow up in.
- Will Planning And Family Trusts – Holistic advice to shelter your estate from the unnecessary burden of Inheritance tax, to protect your estate from inequitable means testing and enable you to pass more of your assets to your family.
- Life Assurance And Health Planning - Helping to protect you and your family from of accident, sickness, redundancy or death; guiding you through the many companies and the vast range of Life Assurance products they sell.
Please Email or telephone (020 8651 1638) Anne in confidence and she will arrange a (no obligation) appointment at a mutually convenient time and location for a detailed review of your personal circumstances.
Registered No 5431386 . Registered office address as above
Positive Financial Planning ltd is authorised and regulated by the Financial Services Authority
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Pensions Advisers
