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JH Financial Planning
Positive Solutions

OUR SERVICES

When we first get together to discuss your needs, you may not actually be sure what services you require. Don’t worry. It is part of our job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals. Our key areas of activity and expertise appear below. If you don’t see a service that you think you want, it is still worth giving us a call – we will be happy to put you in touch with a Positive Solutions IFA Partner who can help you.

CALCULATORS

Get an indication of your likely monthly repayments
Get an indication of whether you have incurred a capital gain
Find out your potential inheritance tax exposure
Get an indication of how much you may be able to borrow

NEWS

[03/05/13] Positive Solutions - Finance View Newsle
[20/03/13] Budget View March 2013
[15/03/13] Positive Solutions - Finance View Newsle
[07/12/12] Positive Solutions - Finance View Newsle

PARTNERSHIP LINKS

Compare mortgages now

Use our mortgage comparison calculator to compare the best mortgage deals based on your personal circumstances and preferences. Our calculator is quick, easy to use and just like our financial advice, it's independent.

SERVICES
We offer the following:
SAVINGS AND INVESTMENTS PLANNING
- Investments
- ISAs
- OEICs and Unit Trusts
- Portfolio Planning
- Savings
- School Fees
The value of investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
- Annuities
- Drawdown
- Group Pensions
- Personal Pensions
- Pre-retirement planning
- Post-retirement planning
- SSAS
- SIPPs
- Stakeholder Pensions
- Executive Pension Planning
The value of pensions can fall as well as rise, and you can get back less than you invested.
PROTECTING YOUR LOVED ONES
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Mortgage Protection
- Private Medical
- Business Protection
TAX PLANNING
- Inheritance Tax Planning
- Capital Gains Tax
- Tax Efficient Investments
- Tax Efficient Savings
- Tax Advice
CORPORATE PLANNING
- Business Protection
- Shareholder/Partnership Protection
- Employee Benefits
- Exit Strategy Planning
- Corporate Investment Services
- Strategic Director Planning
The value of pensions and investments can fall as well as rise, and you can get back less than you invested.