Financial Adviser – Independent financial planner |

Financial adviser – Independent financial planner

The best way to understand what I do is to watch the short video in the ‘video tab’.

I am a fully independent financial adviser.

I help people achieve their financial objectives, whether that is planning to make sure you have the lifestyle you want in retirement, saving for milestone events such as weddings and bar mitzvas, helping your children financially or minimising your inheritance tax liability.

I may use cash flow modelling with you; a state of the art financial planning tool. This allows me to create a visual representation of your unique financial situation and show you what it looks like both now and in the future. I can tweak different elements that sit inside your financial plan to model a variety of potential financial futures. This allows me to help you make informed financial decisions and is aimed to make sure that your plan is always on track to achieving your financial objectives.

Please have a look at my partner page for more information about me : http://www.fosterdenovo.com/marc-burman

Areas of advice:

Protecting you and your family

What would happen to your family in the event of an unforeseen circumstance?  How would your family cope financially if you were to die prematurely? I can work with you to put protection in place to help make sure that you and your family are financially protected if the unexpected were to happen.

Efficient tax planning

I am well placed to help you make the most of the tax allowances available to you and help you to reduce your tax bill by making tax efficient investments.

Maximising your savings and investments

You may have a specific event to raise money for, such as saving for your children’s education or helping them get onto the property ladder. Or, you may have received a lump sum as the result of a divorce settlement or through inheritance. I can help you to structure your finances so that you can make your money work harder and achieve your lifetime objectives.

Planning for your retirement

Taking into account your unique circumstances and the choices available to you, I can help you to put a plan in place to help make sure that you are saving enough so that you don’t run out of money and can afford to do all the things you want to do in retirement.

Consolidating pensions

Perhaps you have a number of old pension pots that have not been managed for several years? I can help you to look at these pension pots in more detail to see whether you should consolidate your pensions into one fund.

Helping you protect your bloodline through estate planning

When planning what you would like to happen with your estate, I will consider your family tree. I will look for opportunities to minimise your inheritance tax liability and protect gifts to your children and grandchildren.

Financial advice for your business

Perhaps you would like to reduce your business’ corporation tax bill by making pension contributions. Or, your business may have excess funds available which can be invested to provide a higher return. I can give you advice to develop, and put in place, a financial plan that aims to achieve your business’ ambitions.

I can also advise on business protection.  I can help to put protection in place so that the business can continue to trade and grow in the event of death or serious illness of key people.

 

The value of investments can fall as well as rise and you may not get back the full amount invested.

What you get back at retirement cannot be guaranteed and will depend on how much you pay in, investment performance and interest rates when you retire.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.

 

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Q What are your fees?

I offer an initial informal meeting that is at my expense. This is to allow me to understand your needs and also so I can determine how I may be able to add value. This will explain in detail how I operate and what I charge if we decide to work together.

Q Can you visit me at my home?

A lot of my clients prefer me to meet them ay home and it is a good opportunity to meet all family members in a relaxed environment.

Show all timings
  • Monday09:00 - 17:00
  • Tuesday09:00 - 17:00
  • Wednesday09:00 - 17:00
  • Thursday09:00 - 17:00
  • Friday09:00 - 17:00

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