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Manning Rushworth  /   FFP Ltd /  Deedale Financial Services Ltd
February 7, 2012
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Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.

Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.

Outcome 3: Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

Outcome 4: Where consumers receive advice, the advice is suitable and takes account of their circumstances.

Outcome 5: Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.

Outcome 6: Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.
 
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Free Consultation - 04 December 2008

 

Do you want to see one of our professional advisers.  Contact us today and we will arrange your first consultation free. 

Follow the link to our contact page , where you can fill in the form or just pick up the phone and give us a call.

 Planning is about planning

 
 
Help us to help you.
 
It is important that you to get the most from your Financial Planning Review. So, if you've got the time, it's a good idea to do a little planning of your own, it's not compulsory.
You might like to think about and jot down:
Your financial goals – do you want to plan for something special, daughters wedding, world cruise, are you concerned about the level of family protection, is it enough? or prepare for your retirement?
Your current finances – are you happy with the arrangements you have in place? If you are, why, if not tell us what you want to change. Do you have a monthly budget you try to stick to? The more we know, the more we can help.
What the future holds – is there a foreseeable future event that could have an impact on your plans in the short term that may concern you, such as pregnancy, redundancy, Inheritance,
It's also important to have information on any investments, protection or pension plans you have at the moment. This could include:
  • Bank and building society account statements or passbooks
  • Certificates for any investments or shares you hold
  • Details of any pension scheme you're a member of
  • Details of any personal pensions you have
  • Existing life assurance policies
  • A recent payslip
  • A completed income and expenditure analysis
 read more ...
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Financial Advice

 We offer Independent Financial Advice. Whatever your needs or requirements we will always ensure you will be provided with the most appropriate products to match your requirements.  All our advice is given by qualified individuals.  If you would like to make an appointment with one of our specialist advisers then contact us today. Your first consultation will not be charged.

 

Wealth Planning

 

Wealth Planning for your future and retirement? 

Our planning service is designed around you as an individual.  Whatever you financial situation may be at present we can be there to advise you by working closely and developing a long term relationship to assist you in making and planning for the big decisions in your life. Assisting with Inheritance Taxation, Will writing, Capital Gains Taxation and planning for a retirement that might involve setting up trust funds for your family.  Wealth Planning encapsulates all the changing financial requirements within your lifetime.

 

Investments

 

If you are looking to invest for your future then we are able to help you find the right investment plan for you. There are over 20,000 different savings and investment products available to UK investors.  Whether you are looking to invest £5 per week or more then we will help you find the right investment product.

 

 

Tax Planning

 

If you are self employed, running a business or employed we can help you with Income tax, Inheritance Taxes and Capital Gains Taxes. 

Inheritance Tax – Do you know what happens when you inherit items of value?

Capital Gains Taxation - Do you know what happens when you make a profit on an asset?

 

 Life Assurance

 

What type of Life Assurance do you need? We search the whole of the market to find you the right product to fit your requirements.  The cheapest option may not always be the best option.  Everybody has different requirements and circumstances so the cover you require will also be different.  On our site you will find a life insurance calculator to assist you and there is also a link to get a quotation.  If you need any help or advice then please do not hesitate to contact us today.

 

 

Mortgages

 

Whether a first time buyer or moving home, a property developer or a buy to let professional we will be able to assist you in finding a suitable product.  With over a thousand different mortgage products available we will search and do the hard work for you.

 

 

Trusts

 

What is a Trust and why would you use them?  

There are many reasons why you should consider using a Trust.

Your assets can be protected from inheritance tax.

Your assets can be protected from creditors and care fee agencies.

You can use a trust to release income but the remaining growth will be left for your beneficiaries.

The list of trust benefits are many, we will search for the suitable product that fits in with your estate planning requirements.

 

 

Wills & Inheritance

 

Have you made a Will? 

Do you know what happens to your estate and your inheritance?

We will help you create your Last Will and Testament.

Check our Will flowchart to find out more information on why making a will is good practice. 

Click Here

 

General Insurance

 

 We can provide quotations for general insurance products.  Click here and you will be taken to the insurance section.

 

 

Equity Release/Home Reversion Scheme

 

Equity Release is a term given to releasing equity from your home in the form of a cash lump sum..  They are also known as Home Reversion Schemes.  They are usually in the form of SHIP ( Safe Home Income Plans).  This is an association set up in 1991 that has a code of practice and how the equity release plan is performed. Click here to review the SHIP code of practice

 

 

Pensions / Pension Transfer

 

 If you are looking to start a pension or even review your existing pension we can assist you.  We will do all the research and all the hard work.

So if you are puzzled by your pension, do not understand a SIPP  to a Stakeholder Pension, Company Pension to an S32 Buy Out Plan and just struggling to understand what you may or may not have then do not hesitate to contact us today. 

 

If you would like to arrange your free initial consultaion please do not hesitiate to contact us today.

 
 
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