About AB1 Financial Planning Ltd

AB1 Financial Planning Ltd provides holistic financial planning to private individuals. We advise across a broad spectrum of financial services and have specialist knowledge and expertise in the field of retirement planning, including Pension Transfers and Income Drawdown. (Please note that we are not currently providing advice on Defined Benefit Pension Transfers.) We also advise on Long Term Care planning.At the heart of our operation lie the interests of you, the client. Together, we analyse your needs, wants & aspirations, then prioritise your objectives. Having established where you are now & where you want to get to, we provide a plan of action to try & get you there. Regular reviews then check that your plans are on track.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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