Our Services

Independent Financial Planning - Do you have a plan?

Planning for success...

There are many different methods of achieving long term financial goals - be it investing for income or growth in a range of assets, repaying debt early to save on interest costs, or reorganising finances in a cost effective and tax efficient method.

The real skill is knowing which of these is most suitable for you, when to implement them (and how long for), how they will work together and what future events could impact on them. This is where an experienced, well qualified and trusted financial planner can help you.


Holistic Financial Planning Service
We will investigate a number of different areas and combine the results to shape your overall financial strategy - in summary doing that which you would do for yourself  - if you had the time, inclination and expertise.

Pensions - Including PPP’s, GPP’s, Stakeholder, Transfers, SIPP’s, SSAS’s, annuities, Income Drawdown

Investments - Including ISA’s, Shares, Unit Trusts, OEIC’s and Investment Trusts.

Wealth Management

Life Assurance

Income Protection Insurances

Private Medical Insurance

Savings

Details of these and all other aspects of the financial help we can give you can be found on our main site - www.rafterassociates.co.uk

Whatever your priorities, the chances are you will not achieve any of your goals without adequate planning to make them a reality, call us on 01604 643643 or complete the enquiry form and start your financial planning today!