We will work closely and empathetically on your terms and at your pace – not ours.
After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.
Intuitive FS offers advice to clients on a whole range of financial services including the following:
Pensions
- All forms of Retirement Planning
- Flexi-access Drawdown
- Personal Pension Planning, SIPPs, SSASs
- Pension Consolidation Reviews
- Final Salary/Defined Benefit Pension Scheme Reviews
- Whole of Market Annuities
- Group Pensions & Auto Enrolment
Investments
- Stocks & Shares ISAs
- Collective Investments
- Bonds - Onshore and Offshore
- Inheritance Tax Planning Investments
Protection
- Life Insurance
- Critical Illness Cover
- Income Protection
- Family Protection
- Business Protection
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Investors do not pay any personal tax on income or gains, but ISAs may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value.
Inheritance Tax/Estate Planning and Auto Enrolment are not Regulated by the Financial Conduct Authority.