Independent Financial Advisors (IFA) in Wokingham Berkshire



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RG - Reading

Kudos Financial
Consultancy

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Kudos Financial Consultancy
a breadth of specialisation

Address: Larkrise, Barkham Road, Wokingham, Berkshire. RG41 4TG
Telephone: (01252) 376444
Fax: (087) 0622 0623
E-mail: info@kudosIFA.com
Visit our Web Site: www.kudosIFA.com

Contact: Jim Howard - Partner

General information

Kudos Financial Consultancy aims to provide you with a complete financial planning service for both corporate and individuals. For your benefit Kudos advisers or connected parties specialise in specific areas to ensure that their knowledge is up to date and relevant in today�s ever changing world. You will be happy to know that we are dedicated to independent advice, acting on your behalf at all times and we pride ourselves on giving a friendly personal service and adding value to you and your financial well being.

On receiving your enquiry you are invited to a preliminary meeting. The purpose of the meeting is firstly to establish your needs and objectives and whether you require assistance or not and secondly to discuss with you the method of payment for the services provided for you should you decide to proceed. There is no charge to you for the first half hour of this preliminary meeting and no obligation on either side.

Areas for advice

PERSONAL PLANNING

Family Protection - life assurance, critical illness assurance, income protection
Investment & Portfolio planning - tailored investment advice.
Retirement Planning - personal pensions, stakeholder pensions, pension transfers
Options at Retirement - Phased Retirement, Income Drawdown, Open Market Option
Annuities - Conventional, Unit-linked, Impaired, Flexible
Inheritance Tax Planning - mitigation of liability, investments, trusts
Long Term Care - insurance plans, bonds
Mortgages - independent advice

BUSINESS PLANNING

Business Protection - Key Person life and critical illness assurance
Retirement Planning - Executive Schemes, SIPPs, SSAS
Employee benefits - Group Pensions, Death in Service, Salary Continuance
Succession Planning - Double Option Agreements

Kudos Financial Consultancy is authorised and regulated by the FSA.

Partners: JD Howard, TA Howard

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