Our Services
Financial advice is not just about protection,
retirement planning, investments, saving tax,
etc
its also about providing a quality ongoing
service.
Ashton Hoyle Independent Financial Advisers
provide impartial independent financial advice to
both private individuals and corporate clients.
The founders of Ashton Hoyle were previously
based within large accountancy practices within the
North West area, providing excellent financial
services to the clients of these firms and as such,
have amassed a wealth of experience and technical
knowledge in order to meet most client's needs and
objectives.
We have recently launched our very own
Self
Invested Personal Pension Scheme (SIPP) through our
trading company,
Ashton Hoyle Trustees Limited. We
have an extensive knowledge of the technical aspects
of
commercial property
purchase via approved pension
schemes and we will advise you on the most
appropriate solution for your requirements, assist
you in appointing a lender and solicitor and
correspond between all parties to ensure a smooth
transaction. We have strong relationships within the
banking sector and we only work with solicitors who
have a good working knowledge of pension scheme
property purchase.
As well as the usual trust based approach to
Inheritance Tax (IHT) planning, we also advise on
solutions that benefit from
Business Property Relief
(BPR), thereby providing Inheritance Tax efficiency
after two years. We are currently in negotiations
with a major high street bank and a well known
financial institution around the design of a tax
efficient wealth preservation scheme and hope to be
in a position to advise clients on this in due
course.
The firm also has a lot of experience in
providing advice to both solicitors and other
professionals on the technical aspects of Pensions
and Divorce and Inheritance Tax planning.
We are also in a position to advise trustees on
their obligations under the Trustee Act (2000), and
furthermore we manage trust funds within a
structured and disciplined portfolio that fully
satisfy the requirements of the Trustee Act (2000).
Ashton Hoyle Independent Financial Advisers have
also developed a series of pre-defined portfolios in
conjunction with Selestia. This means that only
funds that have passed a rigorous filtering process
are selected and with our quarterly re-assessment
procedure, our investment recommendations are under
constant review. Through this process, we are
confident of offering our clients optimum potential
investment returns in accordance with their attitude
to risk.
Ashton Hoyle Independent Financial Advisers also
have access to all of the mortgage products
available, including those on the high street and
through other specialist providers. Our service
includes a full review to find you the most suitable
product, along with advice on protecting your
mortgage. You can request a free mortgage quote from
us today.
Whatever your financial advice requirements are,
you can be assured that Ashton Hoyle are well
positioned to provide an innovative answer and we
look forward to speaking to you on any financial
matter. Contact us now to
see how we can help. |
Service List