I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.
09:58 09 Dec 20
Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.
08:04 15 Mar 20
Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them..Dr Koray Feran BDS MSc FDSRCSClinical Director LCIAD Ltd
18:29 26 Feb 20
I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.
17:14 30 May 19
I have used Christine Hawes at FTA now on a number of occasions. First class service. She is spot on with advice; approachable; always at the end of the phone; and does everything to ensure the cover is in place as required. There is no need for me to go to anyone else because the service is perfect. I would recommend her to all, and will continue to use her services in the future.
13:02 24 May 19
I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.
09:32 23 May 19
I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!
12:15 08 May 19
I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 4 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.
The death or illness of key personnel within a business can have a major impact on productivity, leaving an issue with expensive measures of replacement. The loss of a business owner may leave surviving shareholders struggling to acquire the shares and there is no guarantee that family members inheriting shares will fit in with the existing shareholders or have the business’s best interests at heart.
You can protect against this through setting up a simple policy to provide payment in these eventualities, helping your business continue it’s profitability throughout difficult periods. Proper financial advice should be sought as the policies must be set up to pay the capital to the right person at the right time and not cause any hiccups to business operations.
You can also use protection as an employee benefit, which can be a useful tool to attract the right personnel to your company. You can set up life insurance, critical illness insurance and private medical insurance to ensure your employees feel looked after and valued to the company.
There are lots of business protection options and these can be cost-efficient and tax-efficient when professional advice is sought and everything is set up correctly.
Contact us today for your free, no obligation Business Protection review. We do not charge a fee for providing quotations and will make a recommendation to you with no commitment required.
FTA Financial & Wealth Management Limited is an appointed representative of Beaufort Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales FCA Number 764631. Registered in England and Wales, Registration No.10448788.
Remember, the value of units can fall as well as rise, and you may not get back all of your original investment.
*Tax planning advice and will writing are not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate some forms of Tax, Offshore Investments, Legal advice, Wills and Trusts.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk