Ernest R Shaw work closely with one of the largest Financial Advisers , who provide advice to individuals, trustees and businesses, specifically designed for their individual circumstances. They focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. They believe passionately that the best wealth management service is provided through personal, face-to-face advice. They deliver the service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables them to create financial plans that can adapt to your changing needs and circumstances. The services offered include:
Protection
- Protecting the business profits – Key person protection
- Keeping control of the business – Shareholder Protection
- Protecting income
- Protecting your family
Pension
- When did you last review
- Are you aware of the new Pension Freedom rules?
- Do you need access to your pension/Tax free cash
Investments
- Unique investment approach
- Tax free wrappers – ISA’s
- Corporate investments
Employee Benefits
- Death In Service
- Relevant life
- Group Income Protection
- Group PMI
- Group Critical Illness
