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Sweeting, Smedley, Paulding & Co Ltd |
Sweeting, Smedley, Paulding & Co Ltd is a company dedicated to providing Independent Financial Advice to personal and corporate clients. As a firm of Independent Financial Advisers we are separately regulated by the Financial Services Authority, and a list of the services we provide is appended for information. In short, we are a first point of contact for all investment, pension, life and health insurance matters.
First meetings with clients are always without charge or obligation, thereafter we may act on a fee or commission basis as agreed with the client. In each instance, a "Terms of Business" letter is given at outset.
SERVICES
Investment Planning
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Personal Equity Plans - Performance Reviews
Individual Savings Accounts
Unit Trusts and Investment Trusts
Insurance Company Bonds
Lump Sum Investments for Growth and/or Income
National Savings & Deposit Accounts*
Offshore Investment* |
Savings
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Regular Savings Plans - PEPs, Endowments, Maximum Investment Plans, Savings for Children |
Taxation
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A Review of Immediate and Future Liability to Income, Capital Gains, Inheritance and Corporation Tax. |
School Fees Planning
Estate Planning
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Inheritance Tax Avoidance or Provision* | |
Retirement Planning
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Advice on Contracting Out/In regarding S2P
Advice on State Pension forecasts
Stakeholder & Personal Pensions, Directors Pensions and Trustee Investments
Group Pension Schemes
Additional Voluntary Contribution Schemes
Pension Transfer Service |
Personal Insurances
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Life Assurance
Permanent and Temporary Disability Insurance
Critical Illness Insurance
Private Medical Insurance*
Redundancy, Sickness and Accident Insurance* |
Mortgages
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All Types of Private and Commercial Mortgages - Repayment, Endowment, PEP, Pension. Remortgages* |
Corporate Services
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A Full Range of Corporate Services Including:
Group Benefit Schemes
Keyman Insurance, Partnership Protection, Share Purchase (Business Continuity) Arrangements and Company Formations | | | *These services are not regulated under the Financial Services Act - there is no compensation scheme for these services.
Note - For mortgage related advice - Your Home Is at Risk if You Do Not Keep Up Repayments on Any Mortgage or Loan Secured on it. The value of some of the above investment types can fall as well as rise.
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