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Wealth & Money Management Awards 2015

Arch Financial Planning Limited

Arch Financial Planning Limited is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Arch Financial Planning Limited

Award for Commitment to Client Education & Transparency

Arch Financial Planning Limited is a family-run Chartered Financial Planning company that was formed in 2003 but with a history dating back 24 years.

We are pleased to offer a client service to those who have sufficient assets to require a proactive service together with regular reviews. Our team of advisers can provide advice on a wide range of financial planning situations including the following:

?Investing for your future – we use online wrap platforms; actively managed, passive and ethical model portfolios; discretionary fund managers; ISAs; Venture Capital Trusts (VCT); Enterprise Investment Schemes (EIS); unit trust portfolios and investment bonds, to create an investment portfolio that is appropriate for your requirements whether you are building up your wealth or taking an income from it.

?Funding for your retirement – we use Self Invested Personal Pensions (SIPP) and Stakeholder Pensions to build up pension funds. We consolidate your existing pension funds, where appropriate, onto a suitable online wrap platform for convenience, cost and control reasons. At retirement we are happy to advise on the purchase of an annuity (both lifetime and fixed term) and will always check to see if an enhanced annuity is available. We have specialist pensions advisers who can discuss the alternative of income drawdown with you, both capped drawdown and flexible drawdown.

?Protecting your family – we are happy to help you arrange suitable life assurance and health insurance cover at the most competitive cost available. We can discuss with you whether such life assurance, including any existing policies, should be under trust.

?Making you aware of your tax situation – whilst most people are aware of the tax rate on their income we can provide helpful input concerning capital gains tax on investments and how to benefit from this; inheritance tax and how to reduce its effect on your estate and how to make the best use of tax efficient investments.
Funding care fees – we are happy to discuss the insurance and investment options for paying residential care fees.

For more information please visit www.arch-fp.co.uk 

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