Independent Financial Advice

The ALLAN Consultancy, (TAC) offers Independent Financial Advice.

The Principal, Frank Baldry, has been a Financial Adviser for over 25 years, and has acted as an Independent Adviser since 1992.

What this means to a client is that TAC has no link at all to any Company or Investment Group, and offers advice in the best interests of the client.

The ALLAN Consultancy offers a personalised service and will act for a client in many ways.

TAC will offer full written detailed advice or will act on instructions, also confirmed in writing.

TAC offers an initial discussion free of charge. A flat fee of a minimum of £150 will be charged for a further meeting, and if appropriate, a written summary and generic advice inclusive of this initial charge.

TAC offers advice and information on a wide range of financial matters. These include most types of Investment such as ISA's ( Individual Savings Accounts), Investment Trusts, Unit Trusts and OEIC's ( Open Ended Investment Companies). Other collective investments such as Investment Bonds, both UK Onshore and Offshore (e.g. Dublin, Isle of Man and Channel Isles) will also be advised where appropriate.

Please note that Investment Advice may be directly associated with tax issues. This may include the correct use of Trusts to plan for potential reductions in Inheritance Tax Liabilities, Investments that reduce or perhaps eliminate Income Tax liabilities, and others that utilise Capital Gains Tax allowances.

TAC will also offer advice on Life Assurance, Stakeholder, Personal and Self Invested Pensions.

Why would you contact TAC?

1) You wish to review existing investments - how well are they suited to you and are they still providing appropriate returns or income.

2) You have a liability to Inheritance Tax.

3) You pay Income Tax at 40%.

4) You have financial obligations that would be seriously affected if you die.

5) You have financial obligations that would be seriously affected if you are seriously ill and cannot work for a prolonged period of time.

6) You wish to improve retirement benefits for yourself or your family.

Please contact TAC If you would like to discuss any of the above.

You can check me out, or be given a choice of Independent Financial Adviser at the following websites: www.fsa.gov.uk and www.unbiased.co.uk.

Full details of our terms, conditions and key facts documents about our services are available on request.

The ALLAN Consultancy is authorised and regulated by The Financial Services Authority, ref: 228479.
Please note that The Financial Services Authority (The FSA) does not regulate Taxation and Trust advice, Offshore Investments and Cash Individual Savings Accounts.

allan.co.uk
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