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Bryan McAuliffe is our Independent Financial Advisor covering Bedfordshire, Hertfordshire and Buckinghamshire.
Bryan provides local financial advice services in the Bedfordshire, Hertfordshire and Buckinghamshire counties, and he is based on the borders of all three counties with Whipsnade Zoo being the closest landmark.
He has over a decade of experience in providing financial advice to clients, ranging from simple advice to more complex financial planning.
Bryan holds the much sought after Diploma exams, including qualifications in the Investment, Pensions, Tax, Trusts and Long Term Care areas, to name a few.
Bryan specialises in dealing with the financial problems, concerns and aspirations experienced by those approaching or already in retirement. These areas include:
Inheritance Tax advice
From planning the prevention of the death tax through gifts, trusts and special investments that are accessible but not subject to the tax, to funding for grandchildren’s future education. Reducing or eliminating liability to Inheritance Tax whilst maintaining the necessary control over one’s assets is a complex and specialist area.
Long Term Care provision
Advice on how to self fund, annuities (income) that pay for the care tax free, and how to structure assets so that they will not be eaten up in care costs.
Retirement income provision
Clear advice on the myriad of products and options available at retirement, to provide you the income you want and the features and flexibility you need. Simple annuities; enhanced annuities for those with medical conditions or lifestyle choices that could reduce life expectancy (such as smokers or those who take medication); income drawdown for those who want their money to stay invested and the flexibility to vary their income whilst maximising the death benefits available; Qualifying Recognised Offshore Pensions Schemes for those departing the UK, who may want to leave the pension to their children.
Pension portfolio maintenance
Keeping the pension funds in a portfolio of funds that are suitable to your level of comfort with risk, while making the most of the current conditions in the markets.
Capital Investments
Advice on the investment vehicles that are right for you, from onshore or offshore bonds, Individual Savings Accounts and OEIC’s or unit trusts.
Investment portfolio maintenance
Once your capital is placed you need an advisor that will look over the investment portfolio and make worthwhile suggestions. Great funds of old, can be the dogs of today. But many clients do not receive this ongoing advice, which is an essential part of an investment strategy, to ensure that an investment strategy remains correct in the years to come.
Please give Bryan a call or send an email, so we can begin to put your money to work and let you relax.
Email: b.mcauliffe@ingard.co.uk
Direct Line: 01582 871026
Office: 01702 533536
Main Area Covered
(but not limited to)
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