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Stages of Financial Life

Where we can help you.

Stages of Finanical Planning

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PROTECTING WEALTH:

Protecting you and your family’s standard of living against the unexpected.

CREATING WEALTH:

Ensuring you maximise your standard of living for when you do not want to work so hard.

RETAINING WEALTH:

Retaining more of your hard-earned money legally and ethically.

PROPERTY WEALTH:

Ensuring the right arrangements for your home, second home, buy -to-let or commercial properties.

(Mortgages are on a referral basis)

MANAGING WEALTH:

Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.

PRESERVING WEALTH:

Preserving the value of your estate for the benefit of your family

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

 

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE FULL AMOUNT THAT YOU ORIGINALLY INVESTED.

 

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

RDS Financial Planning

Contact

Cleckheaton, West Yorkshire

Enquiries

If you have any questions regarding your investments or would like to book an appointment, please click below

RDS Financial Planning is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Registered office is 750 Mandarin Court, Warrington, WA1 1GG. Registered number: 05280582.

Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Services at www.financial-ombudsman.org.uk (You will now be leaving this website.)

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

© 2024 RDS Financial Planning

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