SewellBrydenGunn

   INDEPENDENT FINANCIAL PLANNERS & INVESTMENT ADVISERS

To contact us:

Phone: +44 (0) 870 - 745 - 0731 

Initial Client Enquiry Contact Telephone Number. 

Private & Corporate Financial Planning Clients are

given direct account contact details.

Trade or Industry Service Providers should use the above number.

 

Areas of Advice: Retirement & Care

Pre- & Post-retirement planning and advice in the field of 

"long term care".

Attention is focused on areas of need and advice such as:-

Annuities, asset allocation and risk management, equity release lifetime mortgages, income in retirement, investment planning and wealth preservation, long term care, SIPPs and income drawdown, taxation and trust planning (embracing income tax, CGT and IHT issues)

Particular areas of business and expertise:-

Pensions (Including SIPPs, Drawdown, Pension Transfers)

Taxation and Trusts (Income, Capital Gains and Inheritance Tax)

Investments & Investment Client Management (Passive Advisory)

Long Term Care (Long Term Care needs now and in the future)

Equity Release Lifetime Mortgages  for home owners & landlords

 

With respect to Lifetime Mortgages:

To understand the features and risks ask for a personalised illustration.

With respect to standard mortgages:

Your home may be repossessed if you do not keep up repayments on your mortgage.

 

 

 

All business is conducted in the UK under the jurisdiction of the Laws of England and Wales. 

Retirement and Care

Areas of particular focus here are:

 Ξ SBG