Private Clients
At Research, we provide comprehensive financial planning services for private clients, whether they are saving or investing tax efficiently for the future or considering income options including taking drawdown from their retirement funds.
Research is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay with us on their financial journey.
Research offers advice to private clients on a whole range of financial services including the following:
- Saving and investment strategies
- Pension planning
- Tax planning strategies
- Life and health insurance
- Estate planning