Asset management
Investments in collectives (unit trusts / OEIC's) or life assurance need to be carefully considered as targets are all too seldom achieved. Take advantage of our extensive professional experience in all areas of investment and tax planning.
Tax Planning is not regulated by the Financial Conduct Authority (FCA).
Our consultancy specialisations:
- Collectives (Unit Trusts / OEIC's)
- Individual Saving Accounts (ISA's)
- Pension Investments
- Tax Efficient Investments
- Commercial Property Investments held within Pension
- Life Assurance backed investments
Contact Us
Gerald Swarbrick
Tel: 07976 557972
E-mail gerald@gsfinplan.com
GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock investments PLC
FCA number: 449607
Office Hours
9am to 5pm
Monday to Friday
Visit Us
GS Financial Planning
3 Helmsley Green
Leyland
Lancashire
PR25 3PN
GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock Investments PLC FCA number: 449607
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Free Initial Review
Life has so many surprises it's best to be prepared and have a partner you can count on. Arrange an initial meeting.
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