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Financial Planning

IFA
The financial planning department of Blackett Hart & Pratt, established within the practice some nine years ago, now provides a vital link to all our clients for independent financial advice. The firm is regulated by the Law Society and authorised by the Financial Services Authority for investment business activities.

Servicing a wide client base the practice employs three full time independent financial advisers.

Key Contact

Geoffrey A. Coulson
Independent Financial Adviser

tel: 0191 3840840
e-mail: GeoffC@b-h-p.com

Key Experts Telephone E-mail
Stewart Thompson 01325 466794 StewartT@b-h-p.com
Sheila Storey 01325 467616 SheilaS@b-h-p.com

Business financial advice

  • Arrangement of Finance
  • Life Cover and Critical Illness Benefit - Business Loan Protection, Partners Share Protection, Directors Share Protection, Key Person Protection
  • Pension Schemes - Self Employed Personal Pension, Self Invested Personal Pensions, Company Executive Pensions, Small Self Administered Schemes, Funded Unapproved Retirement, Benefit Schemes, Occupational Group Pensions
  • Investment Plans - Tax Efficient Offshore Bonds

Personal financial advice

  • Lump Sum Investments
  • Mortgages
  • Life Assurance and Critical Illness Benefits
  • Pension & AVC Schemes
  • Regular Savings Schemes including tax exempt plans, National Savings Certs., ISA's
  • Inheritance Tax Planning o Retirement Planning
  • Trust and Estate Planning
  • School Fees Planning o Family Income Protection
  • Permanent Health Insurance

For expert profiles click here

further information
For further information regarding financial planning please contact our team on the numbers below or use our:

Newcastle: 0191 221 0898
Durham: (0191) 3840840
Darlington: (01325) 312534
Email:
financial@b-h-p.com

 

 

 

 

 






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