Comprehensive Financial Advice in Newcastle Under Lyme & Stoke on Trent
At Giliker Flynn Independent Wealth Ltd, we specialise in providing impartial financial advice in Newcastle Under Lyme and the surrounding Stoke on Trent area. With more than 10 years industry expertise and experience behind us, we can provide you with bespoke advice in the following areas:
About the companyWe offer financial advice in the following areas:
- Helping clients to prepare for retirement by providing advice on the best methods of generating your pension income using existing pensions and investments
- Reviewing existing pension plans whether they are current, old or ‘frozen’
- Defined benefit ‘Final Salary’ pension analysis and transfers
- Savings and investment advice for the medium to long term
- Tax planning utilising investments and pensions
- Pensions on divorce using Pension Sharing orders
- Equity Release
- Life assurance and family protection
- Lifestyle protection needs including sickness and illness cover
The basic steps of our financial planning process are as follows:
- Free initial consultation
- Agreeing and ascertaining your objectives
- Putting together a financial plan
- Implementation of recommendations
- Ongoing reviews