What We Provide
Estate Planning including Inheritance Tax, trust funds and all areas of investment advice, although we do not offer services covering direct shares or services typically undertaken through stockbrokers.
*Inheritance tax planning is not regulated by the FCA*
Retirement Planning, including all pre and post pension advice.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Mortgages, As Professional Independent Mortgage Advisers, we have access to many hundreds of products and services from a wide range of lenders in the UK. This enables us to find the most suitable product for you given your specific set of circumstances. We also have access to a full range of general insurance and life assurance products, where again we will search out the most appropriate plan for you & your family from a group of well-known insurers.
Initial Mortgage advice is free. On application we typically charge a fee of £295 for arranging a re-mortgage and £395 for arranging a purchase, we may also receive a payment from the mortgage lender.
A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Protection, such as Life Insurance, Critical Illness Cover and Income Protection. We also offer general insurance such as Buildings & Contents Insurance.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Imperial Financial Planning Ltd. is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Limited is entered on the Financial Services Register (www.fca.org.uk/register) under the reference 150643.
Director: Mr Paul Beeson
Trading Address: Suite A, Lancaster House, Grange Business Park, Enderby Road, Whetstone, Leicestershire, LE8 6EP.
Telephone: 0116 278 7000