Kevin Sutcliffe - Financial Adviser at Charles Derby
Description
Diploma Qualified Financial Adviser offering advice across a broad spectrum of financial services including pensions, investments and protection. A Diploma Qualified Financial Advisor and Divisional Manager attached to Charles Derby Financial Services and working in and around Yorkshire area.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Will Writing and Lasting Power of Attorney are not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for these aspects of our business. Will Writing, Lasting Power of Attorney and Estate Planning are not regulated by the Financial Conduct Authority.
Trusts, Estate planning and will writing are not regulated by the Financial Conduct Authority.
Inheritance tax planning is not regulated by the Financial Conduct Authority
My areas of expertise include:
Retirement Planning – New pension set up – Pension reviews – Pension consolidation – Annuities – Income Drawdown – Auto enrolment
Protection – Life cover – Critical Illness – Income protection – Relevant Life – Business Protection – General Insurance
Investments – ISA – Unit Trusts – Open Ended Investments – Investment Bonds
Wills and Inheritance Tax Planning
With years of experience his main objective is to help people and families address their immediate needs and meet their long term financial goals.
Straight forward, easy to understand principles for investment and protection have been the core principles of my advice.
I never use a one size fits all approach for financial planning but looks at where you are now, the plans and challenges ahead, and where you want to be in the future. To help you understand the truth about your financial situation.
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facebook.comYou probably have life insurance for when you die. But what insurance do you have in case you live but can’t keep your job and therefore income? Words like cancer, heart attack and stroke immediately make us think the worst. Unfortunately most of us will know someone who has been effected by these and other illnesses. Finding out you have a critical illness is devastating. Discovering that you don’t have the right protection in place to help you get through it financially doesn’t bear thinking about. It’s amazing how we buy those little extras like a takeaway, coffee or magazine without thinking and very soon the cost mounts up. If you add up all this monthly expenditure it could be far more than the cost of Life or Critical Illness Cover to protect yourself and your family against the financial impact of a critical illness. For a no obligation initial meeting, please contact me your local Financial Adviser on … Tel: 07905 557571 e mail: kevin.sutcliffe@charlesderby.com Please visit my web site http://www.charlesderby-kevinsutcliffe.com/
Will mum and dad's home have to be used to pay her care costs? http://dailym.ai/2FMYIlp Give me a call and I will explain more.
Want me to explain what it means to you and your family. Give me a call on 07905557571. Thanks Kev
Do you keep hearing about the new pension rules and words like drawdown and flexible pensions. Struggling to fully understand them? You maybe sitting on old pensions that just won’t offer you all the flexibility you should have. Just get in touch and I will be more than happy to explain on 07905557571. Also please share. Thanks
How to fill in your tax return and get it right the first time http://www.mirror.co.uk/money/step-step-guide-filling-your-7066864#ICID=ios_TMNewsApp_AppShare_Click_Other
This will make you think ! Give me a call if you need advice, 07905557571. Regards Kevin
Ten tips to help if you've never invested before http://dailym.ai/2qGaL0Y
Do you have a will ? If NOT you need one. Click on the link and watch this small video. If the worst happens do you think everything will just pass to the ones you love. Think again !!. Give me acall to discuss on 07905557571 https://drive.google.com/open?id=0B79cD3mPLRTdMk8wZl8xYjVLejQ
How to take money out of your pensions savings the safe way http://www.mirror.co.uk/money/savings-mistake-could-cost-you-11789244#ICID=ios_TMNewsApp_AppShare_Click_Other
How COULD an Isa pay 18p on £1,000? http://dailym.ai/2qiLxWy
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