01325 369 999

  advice@researchindependent.co.uk

Providing genuine objective independent advice since 1991

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.

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

Investments

You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

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Retirement

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

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