Financial Services
Howards Financial Planning Limited is a connected company of the main accountancy practice. Established in January 2005 following changes in pension legislation and a general increase in the need for Financial Planning/Wealth Management advice, it provides 'in-house' complementary services to our own. We have invested extensively in the latest technology in order to be able to provide detailed valuations of client's investment portfolios; analytical information of different products and investments, ranging from investment returns to computerised illustrations on the most competitive life assurance and annuities.
Within the organisation we have a team of specialists who can provide advice on:
- Mortgages and remortgages, either commercial or residential
- Retirement planning
- Self-administered and self invested personal pension schemes
- Inheritance tax
- Wills
- Trusts
- Litigation
- Business exit strategies
- Family and business protection
Financial Planning and Direction
Our financial Planning Director is Peter Jarvis who has more than 30 years experience in financial services and was one of the founding members of the company.
He encompasses Howard's philosophy of providing both a high standard of professional service and a high degree of personal attention believing that trust and deliverability are essential pre-requisites for any relationship.
Peter is well qualified to deal with all aspects of financial planning and holds the coveted qualification of Chartered Financial Planner - which is held by less than one thousand practitioners in the country.
