Services
Planning Ahead With Rees Astley Independent Financial Advisers - Friendly, No Nonsense Advice.
We are a Newtown based firm of Independent Financial Advisers with a wealth of experience – qualified to advise in all aspects of financial planning, pension and wealth management.
- What is a Pension?
A pension is simply a tax-efficient long-term savings product designed to build up a fund to use when you retire... - Pension Review
It might be the case that you have built up a number of different pension plans throughout your working life and would like us to review these plans for you... - Pension Consolidation Advice
It might be the case that you have been working for a number of years and built up a portfolio of various different pensions from previous employers... - Pension Forecast Services
It is important to know what your pension might be worth at retirement and if it's on track to provide the income you require... - Final Salary Pension Scheme Advice
A final salary scheme is a type of defined benefit pension scheme offered by employers... - Pension Planning for Business Owners
For the majority of business owners, pensions are an important part of their financial plan and can be used in the profit extraction and tax planning process... - Lifetime or Annual Allowance Review
Total annual pension contribution and lifetime total of tax advantaged pension benefits... - Retirement Options Advice
The decisions you make at or near retirement will be among the most important of your life... - Annuity Comparison Service
What is an annuity?... - Final Salary Pension
If you are looking to take retirement benefits from your current employer and or previous employer's scheme(s), we can help you get the most from your pensions... - Public Sector Scheme Review
Public sector pension schemes are occupational pension schemes for employees of central or local government, a nationalised industry or other statutory body... - Investment Review
Investments can play a fundamental role in safeguarding the financial future for you and your family... - Wealth Management
Wealth management is the creation of an investment strategy and financial plan to meet a number of aggregated financial goals. Financial planning is a critical part of managing your wealth plan... - Business Financial Protection
Planning for the future is paramount to any successful business and with the right cover in place it can help a company survive and continue trading under challenging circumstances... - Personal Financial Protection
We insure our home, our car, our holidays and sometimes even our pets but the very things we often neglect to insure are the most important of all, ourselves and our families... - Inheritance Tax Review Service
It's important to remember that when you die, your estate could be subject to inheritance tax (IHT) if it's worth more than the inheritance tax threshold. With careful planning you can reduce the amount payable... - Family Wealth Planning
The art of successful wealth planning not only involves wealth building but also putting measures in place to preserve it and pass it to the next generation in the most tax efficient way ... - Trust Planning
Trust planning is an important but often overlooked part of your financial affairs. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning....
PENSIONS
RETIREMENT PLANNING
INVESTMENT MANAGEMENT
PROTECTION
ESTATE PLANNING
