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"Our Wealth Management Services provide advice covering over £100 million of invested assets"

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Investment Planning and Wealth Management

For clients looking to establish a tax efficient investment portfolio, we offer a tailored strategy to meet your requirements. Careful consideration will be given to your objectives, attitude to investment risk and your current tax position. Our investment planning also extends to assets within Self Administered Pension Schemes (SSAS) and Self Invested Personal Pensions (SIPP).

Pension Planning Services

We establish Pension Schemes for private investors, directors and partners, as well as Group Schemes for employees. We offer advice concerning transferring and consolidating existing pension funds, as well as establishing and maintaining an agreed suitable investment strategy for pension funds. Our retirement planning service helps clearly set out the numerous choices available to those looking to use their pension funds to provide a retirement income and to advise as to the most appropriate way to take benefits.

Corporate Protection Insurance

There can be a huge impact on a business in the event of the death or critical illness of a key individual. We provide Key Person Insurance advice, designed to provide cash to a business to be used to recruit a suitable replacement or to financially cover any loss of profit. We also provide Share Protection Insurance advice, to protect the financial interests of a shareholder’s or partner’s family and to ensure remaining shareholders and partners retain control of their business. We can secure competitive costs and equally importantly, ensure cover is established on the correct basis by taking account of key issues.

Employee Benefits

We provide independent financial advice to companies concerning a range of employee benefits, including Income Protection and Death in Service Schemes, as well as Group Pension Schemes. For Schemes already in place, we can provide ongoing advice and administration services.

Inheritance Tax Planning

Inheritance Tax has often been referred to as a “voluntary tax” as there are a number of ways to reduce or remove tax liabilities. Inheritance Tax planning can allow you to pass more of your hard earned wealth to your beneficiaries. There are a number of ways to plan for Inheritance Tax and we can guide you through each possible solution.

To Find Out More

To find out more about our financial services please contact us.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Regulatory Information
Brett & Randall Financial Services Limited, 30 East Street, Leicester, LE1 6NB, is authorised and regulated by the Financial Services Authority. We are entered on the FSA Register No 170039 at www.fsa.gov.uk/Pages/register. Registered in: England and Wales Number:1629528 Registered Address: as above. The Financial Services Authority does not regulate taxation and trust advice.