Independent financial adviser Greenock Financial Planning Objectives Limited Mortgages Greenock

Tel: 01475 888 276 Email: info@finplan.co.uk

Estate Planning

Being independent allows us to work on your behalf!!

Are you concerned what will happen to your estate on your death?

What Inheritance tax, if any, would be payable? (previously known as “Death Tax”)

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.

Financial Planning Objectives Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register/) under reference 460457.

The FCA does not regulate some forms of Offshore products.

The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

Financial Planning Objectives Limited: Registered Office 64 Eldon Street, Greenock PA16 7RE: Registered in Scotland: Company Ref No SC303462

EMAIL: info@finplan.co.uk
TELEPHONE: 01475 888 276
FAX: 01475 888 270
ADDRESS: 64 Eldon Street, Greenock PA16 7RE