Retirement Planning Tauton

Are you confident that you have everything in order for your retirement? Is it best to invest your savings elsewhere due to low interest rates? Have you
considered a Buy To Let investment, potentially increasing the return on your savings? How are your pensions and investments performing, do they meet
your attitude to risk? We can help you navigate the financial planning maze, utilising our experience and independence.

Pension Investigation

You may have already started to invest into a pension with previous employers but have no idea on how much your funds are worth. Pension investigation will find out the current value for you.

Wills

Thinking about your Will and how you would like your estate to pass on death can be an uncomfortable thing to do, however it is a thoughtful and responsible way to spare your family

Equity Release

Few of us are lucky enough to have a final salary pension and annuity rates have diminished. Meanwhile we’re living longer and able to stay active into later life.
This year I bought my own property, what a headache!! Surveyors, Solicitors, mortgage & life insurance where do you start. Well with the help of The Financial Detectives my mortgage and life insurance policy were arranged in a very professionally manner, I was kept informed of the progress all the way. The teams help was impeccable, they listen to my requirements and concerns and found a Mortgage and Life Insurance Plan that suited me. There was no stress or worry involved they took care of everything. I would most definitely use them again A Hughes, 2017
We were very happy with the service of the financial detectives team – with a particular nod to Andy who talked me through the majority of it and was very clear and patient with the options available. I always felt that the service given was thorough and professional and that I could trust the integrity of the advice given. The service was always quick and accurate and at the right price. I’d happily recommend you to other friends and family (and in fact already have.) Look forward to working with you again in the future. J Townsend,
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