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Portfolio Strategies are an Independent
Financial Advisor (IFA) that offers professional and friendly advice
to those approaching or already in retirement.
Focusing on the financial concerns of this special
group of people has enabled us to develop a portfolio of services
specifically designed to solve the major problems you are likely
to experience in retirement, including the provision of specialist Senior Life Insurance, High Risk Life Insurance, Senior Home Care and Ethical Investment Funds.
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Long-term
nursing |
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Removing
the anxiety of funding your nursing care costs. Independent
advice as to the most appropriate solutions to meet your long-term
senior home care costs. details... |
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Equity
release |
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Your
home is probably your most valuable asset. Elder homeowners
can release a tax-free lump sum to improve or maintain your
retirement finances. details... |
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Impaired
annuity or enhanced annuity |
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Helping
you obtain a higher annuity income from your pension fund if
you have a health problem that could reduce your life expectancy,
if you are overweight, or a regular smoker or have worked in
a hazardous industry. details... |
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Senior Life
Insurance |
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Helping
you find the most appropriate high risk life insurance cover, for the most difficult and non-standard
risks. details... |
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Ethical
Investment Funds |
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Influence
companies around the world to care about the environment by
investing in ethical investment funds. details... |
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Whatever your financial requirements in retirement
let us help.
Please contact us on 0845 833 0668
for a friendly no-obligation discussion of your needs. |
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