|
Welcome to Owl House Financial Management
We offer a full, holistic and measured Financial Planning service for personal clients and small business owner's.
Special attention is paid to all areas regarding tax planning and the use of Trusts to ensure effective advice from the cradle to the grave and beyond.
Download our Client Agreement here
Adobe PDF Reader is required to open this document, if you don't already have a PDF reader you can download one from Adobe here:
Download Adobe PDF Reader
Costs: If you chose to use our services, we will let you know the costs involved. This may be in the form of fees, commission, or a combination of both. We will always agree any fees with you, prior to any work being carried out.
Penny Heyworth Dip PFS is the Principal of Owl House Financial Management and the Independent Financial Adviser. She has 32 years experience in the Financial Services Industry and has been an Independent Financial Adviser for the last 12. Read more about Penny and the team on the About Us page.
|
Our Services Include
Mortgage Advice
- Purchases
- Re-Mortgages
- Equity Release
- Debt Consolidation*
- Buy to Let*
Protection
- Life & Critical Illness Cover
- Income Protection
- Accident, Sickness & Unemployment Cover
- Private Medical Insurance
- Long Term Care Planning
Investment Guidance
- Regular and Lump Sum Investments and Ongoing Investment Management
Pensions and Retirement
- Group, Stakeholder, Personal Pensions and Personal Accounts
- Drawdown
- SIPP
- Commercial Property Purchase
- Annuities
Taxation and Trust Planning
- All areas will be advised on, considering the effect of Income, Capital Gains and Inheritance Tax Planning*
*The FSA does not regulate all mortgages, tax advice or debt management.
Your home may be repossessed if you do not keep up repayments on your mortgage.
|
