A clearer vision
Our first task is to establish where you are, and where you want to get to. We can then create a strategy tailored to your specific needs. There are many ways that BNH can help:
Wealth management – reviewing existing investments, then creating and monitoring a tax-efficient portfolio using ISAs, unit and investment trusts, bonds, insurance products and cash deposits as appropriate.
Retirement planning – reviewing existing pensions and helping to create your desired level of post-retirement income using a range of facilities, including personal pensions, employer’s schemes and self-invested personal pensions.
Family protection – ensuring protection from the financial consequences of ill-health or death, using life and critical illness insurances, income protection, private medical insurance and plans to meet care costs in old age..
Home purchase – mortgages and re-mortgages, buy-to-let, capital repayment options and insurance.
Estate planning – structuring your estate and associated investments, life assurance policies and trusts to minimise your liability to inheritance tax.
Recently due to advancing years, we chose BNH to take over our investments. We met with Mr. Brunning who gave us his advice and explained the best way to invest our money for our comfort and peace of mind.
Jill Harris – Crowborough, East Sussex
