Benefits of Using J. R. Pritchard Financial & Assurance Consultants

• Been in business since 1985
• Local and accessible
• Clients always treated fairly
• Unlimited telephone and email access to your Adviser
• Phone calls and emails returned as soon as possible
• Take the complexity and hassle out of administering your financial life
• Liaise with your other Advisers such as Accountants and Solicitors.

Areas of Financial Planning

Investments

• Most types of Investments
• For income or growth
• Deposit or asset backed
• Risk Profiling
• Portfolios designed and constructed
• Regularly reviewed
• Written valuations available on request
• Rebalancing, if required

Pensions

• Personal and Corporate
• Including Self-Invested
• Regular reviews to ensure it is on track
• Make any changes required through changes in legislation
• Pensions consolidation
• All options considered at retirement

Protection

• Personal and Business Protection
• Life Cover
• Critical Illness
• Income Protection
• Inheritance Tax Planning
• Trusts