CBG Financial Services Ltd
Wealth Management
We offer to provide a full financial planning report for clients who wish us to advise on their overall situation and more specific advice covering the following areas:
Strategic Retirement planning including uses of SSAS’s, SIPPs and related pension strategies
Estate planning and IHT mitigation work including advice on Wills and Trusts
Investment planning, portfolio modelling and asset allocation advice
Risk Management and protection aspects: life assurance protection, income protection, critical illness cover
CBG Financial Services Ltd offer fully independent, fee-based and impartial advice.
