Blick Rothenberg

Services

Personal Financial Planning

We provide specialist advice at all stages of life, taking into account overall financial circumstances and anticipated needs. We ensure that retirement plans, insurance and investments are flexible, tax-efficient and cost effective.

We offer advice on:
  • Saving for retirement, including self-invest personal pensions (SIPPs).
  • At-retirement planning on the timing and form of benefits: annuities, unsecured pension and alternatively secured pensions.
  • General strategic personal financial planning, risk management of investments and pension funds.
  • Life, critical illness and income protection insurance to safeguard family and business interests.
  • Inheritance tax planning.

Contact

Martin Reynard
+44 (0)20 7544 8804

Email Martin Reynard

Publications