Financial Services

Provided by our sister company, Rawcliffe Financial Services Limited. Our services include:

Financial Advice

You will be aware of Rawcliffe & Co. assisting you with your accounting and taxation needs but were you aware that our related company, Rawcliffe Financial Services Ltd. can help you with a wide range of other financial matters such as pensions (both individual pensions and pension schemes), investments, savings, inheritance tax planning, insurance and mortgages.

Pensions

The compulsory implementation of the “NEST” pension scheme commences in 2012 and will ultimately apply to all UK employers. Are you aware of its implications for your business both in terms of administration and cost?

Investments

With UK interest rates held at an all time low and inflation now eroding the real value of your money over time are you aware that there are still investment opportunities which can help mitigate this adverse impact and generate a real rate of return.

Savings

This may simply be planning for an expensive future event such as a wedding or holiday or as a more flexible form of retirement savings.

With school and university fees increasing at well above the levels of inflation these are likely to become an increasing financial burden on families looking to provide the best education possible for their children or grandchildren.

Inheritance Tax Planning

When the value of the average house is combined with a business, savings and investments many people’s estates can easily fall within the scope of inheritance tax. Inheritance Tax has been described as a voluntary tax as there are a number of steps that can be taken now which can reduce or even remove possible future tax bills.

Insurance & Protection

Do you know what will happen to you or your family if you were unable to work due to illness or die unexpectedly? Alternatively would you like to reduce the cost of your existing insurance arrangements?

Rawcliffe Financial Services Ltd. being an Independent Financial Adviser can review the market to find you the best deals available that meet your family’s needs.

Rawcliffe Financial Services Ltd is an appointed representative of ADCAS Financial Management Ltd which is authorised and regulated by the Financial Services Authority (FSA).

Rawcliffe Financial Services Ltd. Registered Office: West Park House, 7/9 Wilkinson Avenue, Blackpool, Lancs. FY3 9XG Company Reg. no. 5389985

Past performance is no guarantee of future returns. The value of an investment is not guaranteed and on encashment you may not get back the full amount invested.