Financial Advice

 Working with Winchester Bourne Taylormade Financial Solutions offer all Winchester Bourne clients a free meeting with one of their advisors to help discuss how they can work closely with you to meet your financial goals. They will discuss and highlight areas where their experience and expertise can either help you save money, or make money.

We have no hesitation in recommending their expertise to you. they can help you in the following areas:

Financial Planning Areas

Tax efficient investments in relation to maximising allowances in relation to:

  • Income, Capital gains and inheritance tax
  • Other tax free allowances, such as the annual ISA allowance

Investments

  • ISAs
  • Investment Bonds (onshore and offshore)
  • Unit Trusts & OEICs

Pensions

  • High and additional tax payers
  • Small business – salary sacrifice
  • Small business – nest

Personal anf family protection

  • Life Insurance
  • Critical Illness Insurance
  • Income Protection

Business related protection

    • Relevant life policies for Limited Co directors or their employees
    • Key Person Insurance
    • Partnership / shareholder protection
    • Loan protection

Residential Mortgages

    • Remortgages
    • Purchases
    • Equity Release

Buy to let mortgages

  •  Remortgages
  • Purchases