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Financial Services

Understanding where you are now and where you want to be in the future not only enables you to make informed decisions about your finances. It also enables you to assess both the short term and long term effects of financial activities. We believe in a holistic approach to financial planning, looking at the whole picture not just individual elements.

Pensions, Investments and Savings

Pensions, Investments and Savings are the three key elements that make up a secure financial future. With the right combination, you can rest assured that you’re positioned to deal with whatever the future may hold. Our financial advisers can help you tailor your portfolio of financial products to perfectly fit the circumstances of you, your family or your business.

Pensions

The correct pension plan is critical to your future welfare. We believe in outlining your pension options in plain language to make all the benefits and implications as clear as possible. We’ll guide you through the effects both pre and post retirement, and also make you aware of any legislation that may affect you.

Investments and Savings

Sound investment planning is an essential step towards reaching your financial objectives. We can help you develop investment strategies that combine both short and long-term investments with savings plans, to produce a well balanced portfolio and a total wealth management.

Solution

Our aim is to advise you on the range of investment options that best suit your requirements, desired outcome and attitude to risk.

Check Point

Why not speak to us to find out about:

  • Financial planning
  • Estate planning
  • Retirement planning
  • Savings plans
  • Investment services

Employee Benefits

Employees are the single most important asset of any company and should be valued, protected and nurtured accordingly.

Let Them Know What They’re Worth

Everyone wants to recruit and retain committed and dedicated employees. But what exactly is it that gives one organisation the edge over another? In many cases, it’s the fact that the employer is willing to invest in them; both in terms of time, training and in particular an attractive remuneration package.

This is where we can step in, by helping you create the kind of employee benefits that are right for your workforce and right for your company. Many employees make significant investments in providing these benefits, without ever letting staff know their true worth - our assistance, as required, can provide more visible spend, as part of your internal communication strategy.

Check Point

If you currently administer or are looking to administer an Employee Benefits scheme then speak to your IFA about the services we can provide for you and your employees.

  • Pension Schemes
  • Group Life Assurance
  • Group Income Protection
  • Group Critical Illness
  • Private Medical Insurance (PMI)
  • Dental Insurance
  • Health Screening
  • Employee Assistance programmes

Corporate Advice

The only constant in business is change. In today’s business climate our clients are facing changes in terms of legislation and regulatory requirements combined with social and technological change. Our financial advisers can help you identify what will and won’t bear an impact on your business.

Working with our professional advisers will give you the reassurance that you’ve addressed the potential weaknesses facing the operation of your business whilst aiding your ability to work towards securing its success.

Check Point

Why not talk to one of our IFAs with regards to the range of corporate advice available.

  • Keyman Insurance
  • Shareholder Protection
  • Partnership Protection
  • Company Investments
  • Employee Benefits Auditing
  • Private Medical Insurance
  • Commercial Mortgages
  • Stakeholder Pensions
  • Company Pension Schemes
  • Directors Pensions
  • Small Self Administered Schemes (SSAS)
  • Self Invested Personal Pensions (SIPP)
  • Bespoke Pensions

A SIPP is a Self Invested Personal Pension designed to take full advantage of favorable tax treatments whilst providing you with greater influence over where your money is invested.

A pension is potentially your most valuable asset and the investment returns which this asset achieves will eventually affect the level of pension in retirement.

Tree Financial Services is a trading name of Pareto Financial Planning LLP which is an appointed representative of LighthouseXpress which is authorised and regulated by the Financial Service Authority.