We start with an open mind and deliver the solution that is suitable for your objectives.
We offer 3 levels of service: Essential, Focused and Complex ensuring you get what you need at a reasonable cost.
Once you have decided the option that is right for you, you can contact us via the “Next” box below, you can email glennc@blackhayfp.com and you can call us on 01292 477235 (Option 1).
What form of pension benefits are best for me
For example
Should I move or consolidate my current benefits.
What we will provide
We can provide fully qualified advice on your next steps.
I am worried about my family paying tax on my death
For example
Is it possible to reduce tax without it impacting on my lifestyle?
Estate planning advice to reduce the impact of inheritance tax.
What we will provide
We will review all areas to highlight what the position is and advise on your options.
How can I reduce my tax bills
For example
I need tax advice, professional assistance.
What we will provide
We will review your current position and liaise with taxation professionals to ensure that any advice is not taken in isolation and recognise that it may impact elsewhere.
I am worried about funding long term care costs
For example
Is it possible to do this efficiently without losing control?
What we will provide
We will review all relevant areas to highlight what the position is and advise on your options.
How do I meet my goals in retirement
For example
I need to know if they are sensible and achievable.
What we will provide
We will review your current plans and advise on what is required to meet your goals.