Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term. You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
Many of us want to ensure that we and our families will be financially secure in the event that something should happen to us. Financial security for you and your dependents is vital for most people and protection policies such as life insurance, critical illness cover, and income protection can ensure your loved ones have a secure financial future should anything happen to you.
A pension is simply a method of saving for retirement. The Government offer tax advantages to encourage individuals and companies to invest in pensions for their retirement. The complexity of pensions has somewhat diminished since 6 April 2006, known as “A” day, when new pensions legislation was introduced. This means that the rules that apply to contributions and benefits are virtually the same across all types of pension schemes.
The employee doesn’t have to do anything to enrol in an occupational pension scheme — the employer makes all the arrangements. Every payday, a percentage of the employee’s pay is deducted automatically from their salary or wages and invested in the scheme. The employer also contributes to the scheme on the employee’s behalf as does the government in the form of tax relief.
EA Financial Advisers can play a vital part in helping guide you through the financial and investment decisions in your life. Whether it's helping with the day-to-day financial dilemmas, or the more important milestones - from arranging your first mortgage to saving for a child's education – our advisers are there to help sort the good from the bad in an increasingly crowded marketplace of investment products and providers.
One of our growing areas of success is our Portfolio Management Service. Our Advisors offer a complete financial planning and investment management service and do the work for you. Your financial advisor will recommend the right investment approach and will then manage the investments and pensions on your behalf.
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
From high interest savings accounts to cash ISAs, this savings search engine will help you compare savings accounts.
Find out what the Budget means for you and your finances.
Morningstar.co.uk provides information and guidance for making better investment decisions. Includes in-depth fund research, portfolio investment alerts, and newsletter subscriptions.
This facility allows you to see a table of current exchange rates, compared to the currency of your choice. It is fast, and easy to use.
Trustnet is devoted exclusively to research. Trustnet contains information covering many different investment funds and trusts.
Visit the Money Advice Service. Impartial information and tools to help you work out what´s right for you.
FT.com is the trusted source of up-to-the-minute news, data and authoritative opinion.
Money Advice Service explains about the use of comparison websites to compare similar products available from various providers and also provides some links to these sites.
Visit the market data section of the BBC News website.
EA Financial Solutions Limited
869 High Road
Phone : 020 8446 3231
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
EA Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk/register) under reference 219600.
EA Financial Solutions Limited is registered in England and Wales, No. 4207655.
Registered Address: 869 High Road, Finchley, London N12 8QA