Professional panel members
Blake Morgan LLP
Full service law firm, with offices in London and the regions. Provide practical and straightforward legal advice whatever your regional, national and international requirements.
Blevins Franks Financial Management Ltd (IFAs/Emigration)
Established in 1975, Blevins Franks has grown into being a pre-eminent tax and wealth management provider.
Brighton Williams & Partners
An established firm of financial advisers providing a quality, professional financial planning service that is tailored to your needs. We specialise in Investments and Retirement Planning.
Coffin Mew LLP (Legal)
A large, innovative and responsive law firm based in the two major city locations of Portsmouth and Southampton, as well as in Gosport in Hampshire. We also have an office in London.
Fee Free Military Mortgage Advice
Headed up by Patrick Glennon, the company has expanded rapidly over the last 10 years. As well as providing mortgage advice to everyone, thanks to Patrick’s past experience of being in the Armed Forces, we have been able to tap into the unique market of giving mortgage advice to current and ex-serving members of the Armed Forces.
We also offer a full range of insurance services to suit the military, whether it be to protect your home, life or income.
Contact us today
07854673000
hello@patrickjamessolutions.co.uk
George Ide LLP
An independent, full service law firm offering specialised legal advice to our clients throughout their lives. Offices in Chichester, Guildford and London
Greenwich Hospital
Greenwich Hospital is an ancient Crown Charity whose beneficiaries include serving and former Naval Service personnel and their dependants. Support, help and services are provided through regular charitable payments; charitable grants, both directly and via the RNRMC to Naval and other charities having Naval beneficiaries; sheltered housing; and education bursaries at the Royal Hospital School at Holbrook, Ipswich, and the University of Greenwich.
Hargreaves and Jones (IFA and Mortgage)
Hargreaves and Jones provide bespoke and professional services to clients who value independent advice
Landmark Chartered Accountants
It is more than just facts, figures and paperwork. As the song goes “Tain’t what you do, it’s the way that you do it – that’s what gets results”.
As a firm of Chartered Accountants, Landmark offers all the usual services you would expect to see, including, of course, core business and tax advisory services - but with a difference.
You might want assistance with a thorny tax problem or something more adventurous like setting yourself up in business, or even departing the UK, after you leave the military. You might like help with a challenging life event or an exciting opportunity.
While you may have already toured the globe, we can walk you through the world of tax and finance. Be it income tax, capital gains tax, inheritance tax, international, VAT or stamp duties, our dedicated and experienced business and tax teams can help you navigate the complexity and uncertainty with confidence.
Call us on 01923 587 487 or email peter.horn@lmca.co.uk to arrange a chat. We’re only too happy to be your sounding board and let you have our initial thoughts without charge. If then, you need our services, of course we’ll set out our fees, so there are no unwelcome surprises.
Landmark has a proud history of client service and values its reputation highly. If you become a client, we really want you to stay with us, and if it is just one-off advice you need then we want you to remember us fondly, and to have the confidence to mention us to your friends.
W www.lmca.co.uk T 01923 587 487
Myers Clark Chartered Accountants (Tax/Accountancy)
Myers Clark is a firm of chartered accountants with history of providing excellence to all its clients. Established in 1912 and has grown to be one of the largest independent firms in Watford.
Myers Clark has a strong local and regional focus, with a varied client base including start-ups and SMEs, as well as national charities and international businesses. Offering a broad range of tax, audit and accountancy services across sectors, Myers Clark has developed a number of niche specialisms, such as supporting the armed services, charities and not-for-profit organisations, as well as professional services. Achieving the best for our clients is our priority; we want our clients to be certain that the best people are looking after their finances.
Sarah Quirk Wealth Associates
We can cover all aspects of financial matters, including Investments, Life Cover, Health Protection and Retirement Planning. We can also provide advice on care fees planning for clients who require nursing or residential care. This includes investment advice, estate preservation and Inheritance Tax planning. Based in Wickham in the south of Hampshire we look after Private Clients, Business Owners and Trustees and pride ourselves on basing our advice on our strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.
The Military Mutual
The Military Mutual was launched in mid-2015 to better meet the insurance and other financial service needs of the Military Family. With mutuality at its core, we believe being owned exclusively by its members and directed by a board drawn from the Military Family makes TMM unique in the UK and ideally placed to provide new and refreshing products. We currently offer:
• Home and contents insurance
• Military Kit and Personal Belongings Cover
• Landlord insurance
• Small Business insurance – ideal for those leaving the forces
• Car insurance
• An Independent Mortgage Advice Service tailored to the needs of the Military Family
With no shareholders to satisfy, our duty is solely to our Members, which means we can use our discretion to settle claims fairly, even if that means we pay out more than the policy would normally allow. If someone takes out a policy with us they automatically become a Member of The Military Mutual and have a say in how the business is run. Our aim is to grow the membership so we can generate surplus funds that can be used to benefit our Members and support military causes and charities.
True Potential Wealth Management LLP
Investment Planning
Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. Whether you are looking to invest for income or growth, we can provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.
We offer Fully-Managed Investment Portfolios, which aim to maximize returns and reduce risk through Advanced Diversification.
Protection for You and Your Assets
Protecting you and your family from unforeseen circumstances is essential now and, in the years to come. We can provide a bespoke protection plan to suit your needs, including life and critical illness cover.
Our recommendation will also take into account the various forms of tax that can be triggered by inheritance, selling a home or other capital events. This includes Inheritance Tax and Capital Gains Tax planning, both of which can significantly impact your assets. Assessing the right protection for you and your assets is essential to any wealth management solution, that’s why we leave no stone unturned in our analysis of your situation.
Retirement Planning
Regardless of where you are in life, it’s important to receive expert and professional advice on your pension plans and requirements.
Whether you need to set up a retirement strategy or review your existing arrangements, we have exclusive solutions to help you make the most of your retirement opportunities.
Our advanced financial planner, True Potential One®, helps you see both your retirement saving and expected spending together, so you can achieve the retirement you deserve.
Mortgages & Borrowing
A mortgage is one of the biggest financial commitments most of us are likely to make in our lifetime. So, whether you are a first-time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds.
With so many lenders offering a vast array of products, it’s essential to seek the right specialist advice.
We can provide you with access to a range of high-quality mortgage products offered by lenders across the marketplace, delivering you choice and value.
Preserving your wealth for future Generations (Please read Notes) *
The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.
The reality is that you can put off making a Will until it is too late, and this poses all sorts of problems for the people left behind and could mean that some or all of your inheritance either goes to the wrong person or to the state.
Affording you peace of mind:
Firstly, and most importantly is the peace of mind making a Will provides. Making a Will enables you to plan exactly what will happen to your property (estate) if anything were to happen to you. This ensures that those you would like to benefit, actually do so, in accordance with your wishes and at the same time avoiding any possible disputes between relatives.
Who needs to make a Will?
The answer is everyone. Anyone with dependent relatives, (children under the age of 18, elderly relatives or relatives with a disability who have special needs), anyone who owns property or has any type of asset which you would wish relatives, friends or charities to benefit from.
NOTES
• Estate planning is not regulated by the Financial Conduct Authority. Will Writing is not part of the True Potential Wealth Management offering.
• True Potential Wealth Management DO NOT give advice in respect of Will writing or Estate Planning & as such accept no responsibility for this type of business. Trusts and Tax Planning are not regulated by the Financial Conduct Authority.