Financial Services

We have teamed up with Pacific IFA, one of the leading Independent Financial Adviser companies in our region, with offices based in both Essex and Central London.

We chose Pacific IFA because of their impeccable track record, refreshing approach to financial advice and wealth of experience in dealing with business owners.

This means that as a client of Dormer Finance Ltd, we can now offer you access to services including:

- Pensions
- Personal & Group
- Inheritance Tax Planning
- Pre-Retirement Planning
- Investment Strategies
- Asset Protection
- Estate Planning
- Redundancy Protection
- SIPP’s (Self Investment Pensions)
- Insurances
- Paying Off Debt
- Review of Existing Investments
- Creative Pension Planning
- Use of Trusts
- Remuneration Strategies
- Company Borrowing
- Exit Strategies
- Personal Investments
- Income Protection

We are able to offer you an initial financial health check without any obligation or cost to you. .

Please contact us to discuss further.

 
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