freeman-ifa.com

Clive Freeman IFA Home Page

7 Lords Drive, Telford, Shropshire, TF2 9UE Telephone 01952 299512 Mob 07985 414252 Email. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial. Planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for. Please contact us now for tailored advice. Our clients individual circumstances and requirements. We are full...

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Clive Freeman IFA Home Page | freeman-ifa.com Reviews

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7 Lords Drive, Telford, Shropshire, TF2 9UE Telephone 01952 299512 Mob 07985 414252 Email. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial. Planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for. Please contact us now for tailored advice. Our clients individual circumstances and requirements. We are full...

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1 info@freeman ifa com

2 we are

3 planning

4 retirement planning

5 protection

6 wills

7 inheritance tax planning

8 customer promise

9 mortgages

10 conduct authority

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Clive Freeman IFA Home Page | freeman-ifa.com Reviews

https://freeman-ifa.com

7 Lords Drive, Telford, Shropshire, TF2 9UE Telephone 01952 299512 Mob 07985 414252 Email. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial. Planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for. Please contact us now for tailored advice. Our clients individual circumstances and requirements. We are full...

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freeman-ifa.com

1

Wills & Estate Planning

http://freeman-ifa.com/wills.htm

Common sense tells us that we need a Will, but why is it so important? Investments & Savings. How We’re Paid. 8216;Here to help you plan for the future with solid Financial Advice’. 7 Lords Drive, Telford, Shropshire, TF2 9UE Telephone 01952 299512 Mob 07985 414252 Email info@freeman-ifa.com. Making a Will is the only way you can be sure what will happen to your property and possessions. If you have a Wife or Husband, especially young children or dependents, it is the best way of making. We can also help...

2

Customer Promise

http://freeman-ifa.com/customer-promise.htm

We will always treat you fairly. You can expect in all our dealings with you that we will:. Treat you as we ourselves would expect to be treated. Never take advantage of you. Be open and honest. Quickly put right any mistake that we make. Authority (FCA) has defined six consumer principles, which explain what. They want TCF to achieve for clients. At Clive Freeman Financial Adviser we have fully. Embraced this philosophy into our business practices as follows:. The Six TCF principles. Review meetings to ...

3

How we are paid

http://freeman-ifa.com/howwearepaid.htm

The options for paying for financial planning advice have, over time, become increasingly complex. However, on a more positive note, they have also become ever more transparent. Traditionally, most Financial Advisers have worked on a commission basis. For example, as a result of the. Advice given, the adviser might arrange a life assurance policy or a mortgage on behalf of a client. From. This, the insurance company or lender would pay a commission to the adviser for the products sold. This is important ...

4

Inheritance Tax Planning

http://freeman-ifa.com/iht.htm

Inheritance Tax (IHT) is the tax levied on the value of an estate on death if it exceeds the nil rate band. Your estate is the value of all your assets e.g. House, investments, car, furniture, cash etc. The current nil rate band for the tax year 2015/2016 is £325,000. This is the first slice of your estate. Which is taxed at 0% hence the name nil rate band. The value of everything you own above this. Amount is taxed at 40%. IHT normally has to be paid within 6 months of death otherwise interest is. 7 Lor...

5

Protection

http://freeman-ifa.com/protection.htm

We advise on a full range of protection products; ranging from insuring your health to insuring your home. Our advisers will be able to assist. You and ensure the right protection is in place, should the worst happen. Unfortunately ill-health, redundancies and death are part of everyday life so the need for protection against these uncertainties is critical. There are often. Significant differences between the products of different providers, so the need for independent advice is needed now more than ever.

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7 Lords Drive, Telford, Shropshire, TF2 9UE Telephone 01952 299512 Mob 07985 414252 Email. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial. Planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for. Please contact us now for tailored advice. Our clients individual circumstances and requirements. We are full...

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