More About Us
The need to make plans for your retirement has never been
greater. With uncertainties about the economy affecting both
pension funds and house prices it is important that you consider
all of the options open you to ensure that you maximise your
retirement income and enjoy a comfortable old age.
But, the financial services sector is constantly evolving,
developing new products and services. As a result, researching
all of the options that are available can be a time-consuming
and sometimes downright confusing task, unless you know what
you are looking for and where to look.
This is where Natural Portfolio Strategies can help.
Over 20 years experience
Natural Portfolio Strategies is an independent financial
advisor (IFA) that specialises in helping people who are approaching
or are already in retirement. With over 20 years experience
in dealing with the needs of this specialised sector we understand
the hopes and fears people face as they approach retirement.
This understanding has enabled us to develop a portfolio
of services specifically designed to deal with the important
issues faced in retirement: maximising your annuity, funding
long-term nursing care, equity release, ethical investments
and life Insurance.
Independent, professional and friendly
advice
As independent advisers, we are not tied to any financial
company. This means that we can find you the best product
from the whole of the market that will exactly meet your needs
by providing clear, truthful, professional and friendly advice.
Our services are individually tailored to each of our client's
unique requirements and are delivered with quality and expertise.
Qualifications
Our staff are highly experienced and fully accredited with
the following qualifications:
- Financial Planning Certificate
- Mortgage Advise Certificate
- CF7 Lifetime Mortgage Certificate
- HR1 Home Reversion & Equity Release
- CF8 Long Term Care Certificate
- G10 Advanced Taxation & Trusts
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