Financial Services to protect your business, family, earnings, investments and pensions
Rumwell Financial Services offers a wide range of financial services to both private individuals and companies.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
For information on any of our services, follow the links below:
Individual Services
Life Cover and Critical Illness
This is a really important area of financial planning. Life cover and critical illness cover will ensure that your loans and the family are protected.
Click hereIncome Protection
We all like to think that we are unlikely to be in a position to need this type of cover.
Click herePensions and Annuities
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Click hereSavings and Investments
No matter what stage of your life you are at, whether it be making provision for the future, or making the most suitable use of your assets to provide income in retirement, investment planning is exceptionally important.
Click hereInheritance Tax Planning
Our Inheritance Tax Planning Service is designed to help you make a full assessment of your own situation.
Click hereCorporate Services
Life Insurance and Critical Illness Cover
These protection policies settle company debt in the event of a key person’s death or an illness which prevents them from working.
Click hereSuccession Planning
We work closely with other professional advisors to help support your decisions and ensure that your income is protected and secure for future generations.
Click hereProfit extraction
Many people find that as they approach retirement their businesses are cash rich and they are having problems drawing the funds from the business.
Click herePartnership or Director’s Share Protection
We can help with financial planning which in the event of death or critical illness will provide a lump sum.
Click hereStaff Benefit Packages
There are many ways to reward staff loyalty and service; below are a few of the schemes we can advise on.
Click here