Independent Financial Solutions 16 Low Road, Burwell, Cambridge, CB25 0EJ. T: 01638 615343 E: info@independent-financialsolutions.co.uk

Private and Corporate Services

Private Client Services

Personal and Family Protection

  • Life Assurance
  • Income Replacement Insurance ##
  • Critical Illness cover ##

Retirement Planning

  • Personal Pension Plans
  • Pension Transfer Advice
  • Annuities
  • Drawdown Pensions
  • Phased Retirement
  • SIPP’s

Investment

  • Building Society/Bank Deposit Accounts **
  • National Savings **
  • Investment Funds
  • Individual Savings Accounts (NISA)
  • Investment Bonds
  • Venture Capital Trusts

Others

  • Inheritance Tax Planning **
  • School Fee Plans

Corporate Client Services

Occupational Pensions

  • Staff Pension Schemes (including Stakeholder)
  • Directors Pension Arrangements
  • Small Self Administered Schemes

Other Employee Benefits

  • Long Term Disability Protection Schemes ##
  • Group Death In Service Schemes
  • Group Critical Illness Insurance ##
  • Pre-Retirement / Redundancy Counselling **

Corporate Risks

  • Key Personnel Insurance ##
  • Share Buyout Arrangements **
  • Partnership Planning

## Not all forms of these Products/Services are regulated by the Financial Conduct Authority

** The Financial Conduct Authority does not regulate these Products/Services