Our Services

We are happy to discuss what aspects of our financial service would be appropriate for you given your circumstances. Our services include, but are not limited to, the following:

Financial planning 

>Identify and prioritise your objectives
>Statement of current financial circumstances
>Discussion to agree proposals
>Administration of your financial affairs
>Liaising with your other professional service providers
>Review meetings 

Investment planning 

> Individual risk profile
> Asset allocation strategy
> Cash management: deposits and national savings
> ISAs
> 24/7 Online valuations from our recommended investment platform 

Pension planning review service 

> Tax efficient contributions: personal and company
> Retirement benefits: drawdown and annuity review

Protection planning review > Life, Critical illness and income protection

Tax planning 

> Independent taxation and children's allowances
> Capital gains tax allowances
> Consultation with an accountant
> Tax return service 

Inheritance tax and estate planning review

> Inheritance tax calculation
> Gifting and mitigation strategies
> Wills and trusts 

Communication 

> Dedicated adviser and support
> Email, telephone service
> Out of hours service
> REFP Regular newsletter
> REFP Website with news and links
> Access to the REFP Blog

Client Login Area

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Re-Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/register/home.do). Financial Services Register No: 453926

Re-Financial Planning Ltd
Registered Address:
843 Finchley Road, London, NW11 8NA.

Registered in England, No. 2222733