Nick Plumb Email & Phone Number

At Plumb Financial Services, we offer completely independent financial advice to individuals, small business owners and major corporate clients. Our team's areas of specialism for private clients are Investments, Inheritance Tax and Estate Planning, Pensions and 'At Retirement' Planning, Pension Transfers and Consolidations, Long Term Care Fees Planning, Mortgages and Equity Release. For corporate clients, we provide advice on auto-enrolment and workplace pensions, including setting up and running corporate pension schemes, group life insurance schemes for management and staff, and other corporate benefits. We can advise you on key man insurance and director's share purchase option agreements and business investments.We pride ourselves on being down to earth and approachable and we speak plain English and do not confuse clients with technical terminology or jargon. We offer good old-fashioned face-to-face advice.If you require independent financial advice in any of the above areas you can contact us by e-mail at plumbfs@aol.com, or by calling our office on 01473 830301.We also have a separate legal services practice, through which we can provide Will writing services, Estate Administration, and drafting of other documents, such as Power of Attorney and Trusts.Web site: plumbfs.co.uk Specialties: Investments & SavingsEstate Planning and Inheritance Tax PlanningMortgages & Equity ReleasePensions and Pension Transfers At Retirement planningLife and Critical Illness coverCorporate Benefits and Workplace PensionsWills and Powers of AttorneySetting up and managing Trusts and Trustee ServicesProbate AdministrationSecure Document Storage

Listed skills include Inheritance Tax Planning, Investments, Powers Of Attorney, Pensions, and 16 others.

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