From investments to pensions to mortgages and any other financial matters; if you need help with one or all of these areas - we’ve got you covered.

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Here’s what we do for you

Postcard Planning provides financial advice as it should be. We provide financial planning centered on your goals.

We’ve narrowed the financial basics down to four key components to becoming financially independent and creating those postcard moments. Scroll down to find out more about it and what we can do to assist…

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Pensions

Pensions

For the majority, tax relief on the way in, and tax-free growth once in. Accessible at 55 they ensure you stay the course.

What can we do for you?

Provide proper retirement planning and identify you to the amount you’re currently on track to receive in retirement.

If you’re at retirement age and thinking of accessing your pension, cut through the jargon to simply show you the retirement income path that best suits your needs.

Manage your pension funds on an ongoing basis to ensure that they always remain in line with your goals.

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Investments

Investments

Providing advice on Individual Savings Accounts (ISA’s), General Investment Accounts (GIA’s), Investment Bonds, Enterprise Investment Schemes, Venture Capital Trusts & Cash Accounts for example. Helping you to invest more tax efficiently.

What can we do for you?

Tailor advice to your circumstances on why, how and where to invest.

Review any existing investments that you may have in place and ensure that they match your attitude to investment risk and long term goals.

Explain in clear English how investments work and how they can be structured to benefit you.

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Life Cover

Life Cover

Disaster recovery plans for you and your family. Make sure your family can cope without you. Cover for death, critical illness & job loss for instance.

What can we do for you?

Evaluate how safe you and your family will be if the worst were to happen.

Provide you with a safety blanket to meet your financial commitments.

Explain clearly the benefits of each recommendation to you and ensure that they continue to match your situation moving forward.

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Tax Planning

Tax Planning

Encapsulating all of your financial affairs and ensuring that you are paying as little tax as necessary whilst providing suitable advice.

What can we do for you?

Provide you with projections of the likely tax you are to pay.

Fully review your Inheritance Tax position to ensure that you leave your loved ones as little as possible tax to pay on death.

Use our expertise to provide advice on the latest tax efficient investment schemes for you to utilise.

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