About Us
Insurance Services
Mobility Insurance
Financial Services
Contact Us
Financial Services
 
 
 
 
Expertise and impartial advice.

We have been offering impartial financial advice and expertise for many years. We give our private individual and corporate clients, guidance though the many products and services available in the market. By discussing your own particular needs, we can advise you on the most suitable options for investments, insuring your life, setting up a pension or planning your retirement. Private Medical Insurance, long term care and inheritance tax planning are additional areas which require our specialist advice.

Taking time to carefully review your financial arrangements is our forte. This will identify any loopholes in your current arrangements and set financial planning objectives for the future. Our guidance will at the same time give you a real understanding of the products available in the market, and which are suited to your particular needs.

It is our aim to provide you with the right advice and written recommendations to enable you to make the correct decisions for your future security.

We can advise you on all aspects of your financial planning to include:-
Lump Sum Investment inclusive of Individual Savings Accounts (ISAs) and Personal Equity Plans (PEPs)
Regular Savings inclusive of Children’s investments
Retirement solutions
Family and business protection
Group and individual Private Medical Insurance schemes
Income protection
Long term care
School fees planning

In relation to investment planning, we offer a portfolio planning service either on a fee or commission basis. Lump sum investment is carried out for private individuals. In addition we are also able to advise trustees in relation to medium to longer term investments which may arise out of personal injury or similar awards.

Whatever your particular needs and circumstances, our advisers will provide the benefit of their experience, financial and market knowledge in order to help your savings and investments develop and grow into the future.

click to view
Moneyworks Newsletter

If you would like one of our advisers to contact you about your private or corporate financial needs, please phone us today or email your enquiry from this site



Services for UK based residents and businesses only

 
K.F. GARNER & COMPANY is an independent intermediary and is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register/) under reference 119079.
Designed by the Bureau
Terms of Business : Insurance - Financial