SERVICES
At Ferguson Oliver Ltd our aim is to ensure that you have
the best possible independent advice when planning your financial
future.
Our services include a review of your existing arrangements:
When was the last time your pensions, savings and life assurance
plans were reviewed? As your personal circumstances change,
there may well be a need to update your current plans in order
to establish adequate provision for the future.
There are so many issues to consider when planning one's financial
future, so here are a few 'milestones in life' to assist you.
Birth - starting school, university
or college - starting work - change of job - first home -
getting married - starting a family - moving house - change
of location - redundancy - starting your own business - unexpected
windfall - divorce - illness - retirement - death
With personal circumstances changing from time to time it
is important to undertake a review of your financial position
to accommodate all of your needs.
Personal Pensions, Company Pension Schemes, Stakeholder Pensions
schemes, Self Administered Pension Schemes, Transferring Deferred
Pension Benefits and Additional Voluntary Contributions (AVCs).
Investing for growth and/or income through Unit Trusts, Bonds,
Offshore Funds and Stocks and Shares.
Family Protection, Mortgage/Loan Protection and Business Protection.
Replacement Income in the event of Sickness, Accident and
Disability.
Provides a Cash Lump Sum on Diagnosis of a serious illness
such as heart attack, stroke, cancer, etc. or total disability.
To protect a business from the effects of losing a Key Director
or Key Employee through death or illness.
Various schemes to plan for future requirements such as children's
education, wedding expenses, 18th or 21st birthday present,
deposit on a first home or any other purpose.
Capital investment to purchase a guaranteed income.
On our website you will find enquiry forms to assist you,
or you can e-mail us with a general enquiry. Our contact details
are listed on the foot of each page of our website.
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