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Financial planning

We can provide you with access to expert advice on all aspects of planning your financial future, and ensuring your money is working as hard as possible for you. 

Talk to us about: 

Investment planning 

Whether you have a large lump sum to invest, or you want to save a little and often, it's vital to ensure your money is working hard, and as tax-efficiently as possible.

From ISAs and investment bonds to ethical investments, we can ensure you get advice and service of the highest quality.

Retirement planning 

Whatever your retirement plans, from pottering round the garden to sailing single-handed round the world, you need to ensure your finances are in good shape.

We can connect you with sound advice and guidance across all types of pension products, from personal pension plans to employer schemes.

Inheritance Tax planning (IHT)

If you want to leave your estate to those you love, avoiding lumbering them with unnecessary bills to pay, efficient Inheritance Tax planning is essential.

Depending on your circumstances, there are many options - such as trusts - for mitigating IHT liabilities; and we can advise on which is right for you.

Long term care planning

With many of us living much longer these days, it's only common sense to plan ahead for the care needed to ensure maximum quality of life.

There's a wide range of products ideally suited to funding long term care cost-effectively - which may well be a better option than using up capital, which could be passed on to the next generation.

Why not give your finances a check-up to ensure they are in the best of health, for the long term?

Important notice: Selected services/advice provided by trusted 3rd party consultants. Ocean financial services acts in an introductory capacity only. 

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