Streets Financial Consulting

Streets Financial Consulting is an independent financial planning firm dedicated to helping individuals and businesses achieve financial security and peace of mind. We believe that everyone deserves access to expert financial advice tailored to their unique circumstances and goals. With a wealth of experience and a commitment to excellence, we guide our clients through complex financial decisions, empowering them to make informed choices about their financial future.

Our Services

Our comprehensive range of services encompasses all aspects of personal and business financial planning. We begin with a thorough understanding of your current financial situation, aspirations, and risk tolerance. This enables us to create a bespoke financial plan that addresses your specific needs and objectives.

Personal Financial Planning

We provide a wide array of personal financial planning services, including:

• Life Assurance: Protecting your loved ones financially in the event of your untimely demise.

• Income Protection: Replacing your income if you are unable to work due to illness or injury.

• Pensions & Retirement Planning: Helping you secure a comfortable retirement through appropriate pension planning strategies. We offer advice on a variety of pension plans, including personal pensions, stakeholder pensions, SSAS, SIPPs, and executive pension schemes.

• Investment Management: Growing your wealth through a carefully curated and diversified investment portfolio.

• Savings & Investments: Assisting you in achieving your short-term and long-term savings goals.

• Tax Planning: Minimising your tax liabilities through effective tax planning strategies.

• Inheritance Tax Planning: Protecting your estate and ensuring your loved ones inherit their rightful share.

• Estate Planning: Planning for the efficient distribution of your assets after your death, including wills, trusts, and powers of attorney.

Business Financial Planning

We also provide comprehensive financial planning services for businesses, including:

• Key Person Insurance: Protecting your business from financial loss in the event of the death or disability of a key employee.

• Share Protection: Ensuring a smooth transfer of shareholding within a company, protecting the interests of both shareholders and the business.

• Directors & Staff Benefits: Designing and implementing competitive employee benefit packages that attract and retain top talent.

Our Approach

At Streets Financial Consulting, we believe in building long-term relationships with our clients based on trust, transparency, and open communication. We work collaboratively with you, taking the time to understand your individual circumstances and goals. Our experienced and qualified team provides clear, jargon-free advice, empowering you to make informed financial decisions.

We are committed to providing ongoing support and guidance, ensuring that your financial plan remains relevant and effective as your circumstances change.