Gracechurch Financial Services Home pensions, life insurance sickness cover, investments
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Gracechurch Financial Services

Corporate Financial Planning

  • Pension Scheme Administration for Group Personal Pension Plans.
  • Providing advice in respect of auto-enrolment.
  • Providing advice on employee benefits including Private Medical Insurance, Group Income Replacement Policies and Group Life Assurance Schemes.
  • Giving employees Annuity advice at retirement.
  • Paying off business borrowings, paying for replacement staff or ensuring profits are maintained in the event of the death or serious illness of key personnel.
  • Provision of sufficient capital for surviving directors or partners to buy shares back from deceased director's or partner's widow, which ensures that these shares are not sold to a competitor.

Individual Financial planning

  • Advice relating to pensions and divorce, including pension sharing orders.
  • Investment of divorce settlements for long term income or capital growth.
  • Setting up appropriate Life Cover to protect maintenance arrangements in the event of death.
  • Investment of trust assets and payments to beneficiaries.
  • Setting up suitable Life Assurance arrangements to fund for inheritance tax bills, including gift inter vivos policies.
  • Ensuring personal mortgages are repaid in the event of Death or Critical Illness.
  • Protecting families and dependents in the event of the Death or Serious Illness of the main earner.
  • Setting up Personal Pensions and Self Invested Personal Pensions for individuals.
  • Ensuring individuals receive the most competitive option at retirement, including annuities and flexi access drawdown.
  • Providing investment advice to individuals, including Investment of tax free cash sums at retirement and personal injury compensation.

Our advice can be paid by fees or adviser charges.

    sickness cover

    Gracechurch Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority
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