This month we look at how to protect yourself against the Lifetime Allowance Charge, the forthcoming revisions to pension tax and the new debt recovery powers of HMRC. Thursday, 1st January 2015 Pensions reminder: Protect against the Lifetime Allowance Charge George Osborne has introduced protection against the
Owned by Keith French, French & Associates is a complete Financial Services and Financial Planning company based in Essex, but looking after clients across the UK. French & Associates is a well established and successful financial planning practice. A team of experienced advisers aim to provide a first class and professional service on all financial matters in a friendly and efficient manner from our Essex office.
We aim to offer independent financial planning, for both indivduals and businesses, which is second to none. By understanding our clients’ financial objectives and continually focussing on these, we provide a bespoke and personal financial advice service.
Established over twenty five years ago French and Associates has built up a good reputation amongst our clients and professional connections, founded on the trust we have gained through the unbiased and independent financial planning services we provide.
We offer independent financial planning advice to clients across the UK from our offices based in Hadleigh-on-Sea, Essex.
Thank you for taking the time to view our website and we look forward to working with you.
We provide an holistic approach to financial planning ensuring all the pieces of the jigsaw come together to give you a concise and comprehensive overview of your financial planning requirements. By encouraging our clients to communicate with us we ensure that arrangements that are put in place continue to meet their objectives.
Over the years French and Associates have been recognised by leading industry experts by winning many national awards and have been called upon to write articles in national papers as well as reviewing the products that come to the marketplace.
Services for all your Personal and Corporate requirements
• Financial Planning
• Financial Management
• Pension Fund
• Estate & Trust Planning
• Long Term Care
Premium Bonds, the benefits of using a Discretionary Fund Manager and the best way to plan and pay for your funeral arrangements.
This month we look at the new mortgage market review process, Premium Bonds, the benefits of using a Discretionary Fund Manager and the best way to plan and pay for your funeral arrangements. Sunday, 1st June 2014 Impact of the new Mortgage Market Review (MMR) process The new
Year End Planning. This month we look at tax planning, auto-enrolment, tax relief on pensions and annuities Saturday, 1st February 2014 The start of the year is the perfect opportunity to review your tax affairs and finances since it is the lead up to the end of the tax year on