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We will work with you to undertake a full financial review of your protection needs and requirements, taking into account your circumstances and objectives.
We will use the information your provide to create your personal need analysis and recommendations
Life Assurance can also lead to Inheritance Tax and other problems so the effective use of Trusts is a crucial part of any Financial Planning. We will discuss with you the effective use of Trusts for your own situation.
Inheritance Tax planning is not regulated by the Financial Conduct Authority.
I’ve know Pete Cassar a number of years now and have always found him to be a polite and respectful person. His straight forward approach to helping me with my finances has been second to none.