Birch Financial Solutions Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718.

Your later years can seem like a long way off but putting plans in place will make it easier when the time comes. It can be a good idea to make provisions in case care at home or a stay in a residential home is needed. Another area that needs consideration is estate and inheritance planning.

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The value of investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate estate planning.

Savings & Investment

House Purchase

 

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