Comprehensive Financial Planning

This is a life long planning strategy. We begin by fully understanding where you are currently, what your passions and plans are for the future, and what degree of security or risk you prefer. We then create a comprehensive plan so you can understand, year by year, how your financial goals will be achieved, what aspirations are attainable, and what measures need to be taken to reach your goals.

This could include scenarios such as
Understanding how to plan for a preferred retirement age, and how the transition from work to retirement will best be made.

Working out how capital can be used to provide life long income in the most tax efficient way whilst also planning for the possibility of care in later years and mitigating possible inheritance tax to your family.

The benefits of implementing a family trust, and how best to allocate the assets of such a trust to meet the requirements of multiple beneficiaries, and minimise liabilities from potentially onerous taxation.

As a successful business owner, formulate a plan to convert corporate value in to personal value without making the Inland Revenue a key beneficiary.

Whatever your own desires and aims for the future, Adrian Cox Asset Management is qualified and experienced in proposing and managing plans to make this journey.

Comprehensive Financial Planning
Investment Planning
Retirement Planning
Tax and Estate Planning