View your Portfolio.
Click hereTo Register.
Click hereServices
|
Before making any specific recommendations, PPTC will initially arrange a review meeting with all clients. The meeting will ensure that our advice is always based on a comprehensive understanding of our clients’ full financial circumstances and objectives. |
 |
Subsequently PPTC will then agree on the most suitable remuneration/payment options applicable to each client and upon the clients agreement we will then proceed with the most suitable course of action. PPTC is committed to preparing the advice and selecting the most appropriate provider or contract without any bias towards the level of commission paid.
PPTC will then prepare a concise recommendation report that that will include a summary of the discussions at the meetings, an analysis of the current and proposed arrangements and detail any issues agreed for further investigation.
All proposals are prepared by our highly experienced and technical staff who use specialist knowledge and resources to complete a suitable report. Where suitable we will liaise with relevant professionals such as lawyers and accountants to ensure the most appropriate recommendations are presented.
PPTC have developed an excellent relationship with some of the leading research agencies within the industry allowing significant access to extensive resources. Additionally PPTC have also made considerable investments into information technology, utilising comprehensive financial planning tools and solutions creating an efficient financial planning system.
It is recognised that each individual has an individual need and therefore PPTC offer a broad range of advisory services to accommodate each client’s objectives, including:
Specialist Pensions Advice
- Self Invested Personal Pensions (SIPPS),
- Small Self Administered Schemes (SSAS)
- Group Pension Policies (GPP)
- Executive Personal Pensions
- Funded Unapproved Retirement Benefit Schemes (FURBS)
Pensions & Divorce
- Earmarking
- Offset
- Sharing
Tax Planning & Trusts
- Inheritance tax planning
- Capital Gains Tax planning
- Income and Corporation tax planning
- Residency & Domicile
- Discretionary & Flexible Trusts
- Discounted Gift Trusts
Portfolio Management
- Collectives, Unit Trusts, Open Ended Investment Companies, Investment Trusts
- Individual savings Accounts (ISA),
- Collective Investment Bonds-Onshore & Offshore
- SICAV’s
Financial Protection
- Critical Illness Cover
- Life Cover
- Private Health Insurance
- Income Protection
- Family Health Cover
Whilst we prefer to provide our services and advice face-to-face, we are also able to conduct business by telephone, post, or email. Meetings can be conducted either at our
PPTC are committed to ensuring any personal information you provide to us is, of course, treated in strictest confidence and is not distributed to any third parties without your written consent.
PPTC is authorised and regulated by the Financial Services Authority. We are entered on the FSA register under reference 482631. Registered in