The GL Passport offers a reasoned lifestyle approach to comprehensive financial planning and advice. Our earlier conversations around what matters most, quantifying goals, timescales and expectations are fundamental to our provision of accurate signposting.
Purpose and Planning form the foundation for Independent Financial Advice in a range of areas including retirement, investments, tax, trusts, insurance and giving with which we can populate your plan.
As well as personal finances, if you are a business owner we can advise you on maximising the value of your business; minimising any tax liabilities; retirement planning options (e.g. SSAS and SIPP); employee benefits; succession planning; share protection, partnership protection, key person protection and directors loan account protection to name just a few areas of GL Integrity’s expertise.
Note: Auto Enrolment, Trusts and Taxation advice are not regulated by the Financial Conduct Authority.
| < Stage 2: Planning | Stage 4: Behaviour > |
