Danum Financial Services Limited, an IFA based in Doncaster, Yorkshire giving advice on Investments, Pensions, Life Cover, Inheritance Tax Planning
Investments, Pensions, Life Cover, Inheritance Tax Planning
Our Services
Being Independent we are able to advise on all areas of financial planning. For those areas that may require additional specialist advice we work in conjunction with other professionals to ensure that our clients' needs are fully met.
We provide advice in following areas, for both individuals and corporate clients:
| Individuals | Corporate |
|---|---|
| Investment | Company Investment |
| Retirement Planning | Workplace/Group Pensions |
| Family Protection | SSAS/SIPP |
| Mortgage Protection | Keyman Cover |
| Estate Planning | Share/Partnership Protection |
| Inheritance Tax Planning | Tax Planning |
If you choose to engage our services we will let you know the cost involved. This may be in the form of fees, commissions or a combination of both. We will always agree the cost with you prior to any work being carried out.
The FCA do not regulate Tax planning.
The value of investments may go down as well as up, and you may not get back the amount invested.
Levels of income from investments may fluctuate. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.
A Protection plan will have no cash in value at any time, and will cease at the end of the term.
If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made.
