services

For

You

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

 

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.


Our business has been built based on honesty, reliability and an excellent service.

 

CG Financial LLP offer both personal and corporate advice on a whole range of financial services including the following:

 

Personal

 

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation
Protection against critical illness
Income protection
Inheritance planning
Long-term care
Private medical insurance*
Family protection life assurance

 

Corporate

 

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and executive
Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required

 

The value of the investment can go down as well as up and you may not get back as much as you put in

 

The Financial Conduct Authority (FCA) does not regulate Tax Planning & Mitigation and Inheritance Tax Planning.

 

 

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