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.
I have been dealing with David Brunning of BNH for some years, In these days of over regulation and bureaucracy, it is a pleasure to have “City“ expertise delivered to your doorstep, with ease and efficiency.
P Homan – Ditchling, East Sussex
