| You are here: Specialist Areas |  |
||
| Davenport Financial Management offers a full financial planning service to its clients, using in-house specialists to ensure that they receive the best possible advice. We have a team of highly qualified advisers with a wealth of experience in a number of financial disciplines. Our main areas of expertise are: |
|||
Lifestyle
Planning |
|||
•
Creating the framework to enable you to achieve your financial goals • Forecasting what resources are needed to provide the lifestyle you want • Structuring assets to maximise their potential • Lifetime cashflow planning |
|||
 |
|||
Pensions
and Retirement Planning |
|||
•
Pension funding, including self investment
• Pension transfers – UK and overseas • Management of existing pension arrangements • Sharing of pension assets on divorce • Pension drawdown strategies and annuities |
|||
|
|||
Investment
Planning for Private Individuals and Trusts |
|||
•
Investment planning - structuring and reviewing portfolios • Inheritance tax planning • Tax efficient investment solutions • Trustee investments |
|||
|
|||
Property
Finance |
|||
•
Residential and commercial • Equity release |
|||
|
|||
Long
Term Care Funding |
|||
•
Funding for residential or nursing home fees • Property related transactions and equity release |
|||
| Back to Top |
