Important financial decisions including planning for your retirement, investment strategies and tax planning need professional and experienced help & advice…

FINANCIAL SERVICES

What We Do

Retirement Planning

・Pre and Post Retirement advice
・Pension Drawdown
・Pension Transfers
・Self Invested Personal Pensions (SIPP)
・Corporate Pensions
・Auto Enrolment

Investment Planning

・Collective Investments
・Capital Investment Bonds
・Specialist Investments
・Offshore Collectives
・ISA's

Tax Planning

・Advise on all personal taxation e.g. Income, Capital gains and Inheritance Tax
・Tax relief in various investments
・Advise companies eg Corporation Tax and allowances available
・Estate Planning and Wealth preservation

Investment Strategy

・Use various Investment platform partners
・Use of Discretionary Investment Partners eg LGT Vestra Wealth
・Active and Passive Risk based investment portfolios available
・Sustainable Investment advice available (ESG)
・Online client access available
・Regular Review service

Protection

・All forms of life insurance both personal and corporate
・Business Partner Insurance
・Group life and Health advice
・Trust advice

Sustainable Investment Advice

・ESG Advice
・ESG Portfolios

"You'll arrive at the PAF Hereford office as a client and leave as friend. Giving the right advice and helping our clients get the best solution is what we strive for."
Ian Jordan Financial Adviser Hereford
Ian Jordan
Chartered Financial Planner
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