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Progressive Strategic Solutions specialise in offering bespoke Financial Planning Solutions to optimize personal and corporate wealth.  We look to build long term relationships via our closely integrated team to provide ongoing, effective wealth management solutions.     

Wealth Management is all about optimizing the capital assets, be it via growth, effective management or for sophisticated clients with an appropriate risk profile (in some circumstances this may require a higher risk profile), gearing, whilst minimising the costs (i.e., contract expenses and taxation).  This process is never an exact science but generally about finding an acceptable compromise.

 

 LIST OF SERVICES

Tax Solutions:  

·        Income, capital gains

and inheritance tax planning

·        Pensions

·        Film funding

·        Venture Capital Trusts

·        Enterprise Investment Schemes

·        Trusts

 

 

Family Protection and Savings:

·        Long Term Care

·        School Fees

·        Life Assurance

·        Permanent Health Insurance

·        Private Medical Insurance

·        Critical Illness

 

Investments and Portfolio Planning

·       ISAs, Unit Trusts, OEICs

·        Onshore/Offshore bonds

·        Review and analysis of existing portfolios

 

Pensions : Retirement and Tax Planning:

·        Pensions and Divorce

·        Personal Pension Plans

·        Stakeholder

·        SIPPS and SSAS

·        Drawdown and annuities

 

 

 

Business Financial Planning:

·        Tax planning

·        Group and individual protection and pensions

·        Reducing personal and corporation tax and National Insurance

·        Keyman, Shareholder and Partnership cover

 

 

Mortgages and Commercial Lending via our Mortgage Department:

·        Residential, including offsetting

·        Buy to Let

·        Commercial Borrowing

.     Farm Finance 

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

We can be paid by commission and/or a fee of usually £350 for a residential mortgage
 

 

Chartered Financial Planners: Robin Chamberlayne and George Chakko-George  

Mortgage Only Adviser: Kathryn Beastall

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Progressive Strategic Solutions LLP is is authorised and regulated by the Financial Services Authority. 

The FSA do not regulate some forms of mortgage, tax planning, school fees planning, film funding or offshore bonds.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.