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part of MalocoMooreMarshall

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You are here: Home / Financial Advice

Financial Advice

Setting aside time to review your financial arrangements and make plans for the future is not always a high priority. However, we recognise that everyone’s financial needs are unique and expert advice if often required.

At maloco + associates we do not personally provide financial advice. We believe that advice should be delivered by specialist advisors who are totally independent and look fully at your financial objectives and assist in creating a plan to help best achieve them. This is why we will only recommend independent financial services firms who have been carefully selected for their quality and expertise in the financial field.

The following are examples of some of the areas of planning that they are able to assist in:

• Family protection
• Retirement planning & pension advice
• Investment planning
• Inheritance Tax planning
• Saving for the future, including School fees planning
• Planning for the elderly

Independent Financial Advisers are regulated by the Financial Services Authority, who can search the entire marketplace on your behalf. That means that they are totally impartial and have no ties to any specific company and will recommend the most appropriate plans from the entire market place.