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Areas of specialisation
Areas of specialisation

We offer an all-round financial planning and advisory service but we also offer specialist advice in the following areas:

  • Retirement planning (pre and post).  How much will be needed? Most appropriate way to take Pension Benefits?
  • Pension Review re existing pension charges and fund performance. Can it be improved? 
  • Ian Starkey holds FSA Pension Transfer Specialist Designation
  • Investment Portfolio management
  • Trust Fund management
  • Mortgage advice (house purchase, remortgage and BTL)
  • Lifetime Mortgages or Equity Release 
  • Inheritance tax mitigation
  • Tax planning
  • Life Assurance, Critical Illness Cover, Income Protection for the Individual
  • Life Assurance, Critical Illness Cover, Income Protection for the Business owner
 


Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate Taxation Advice and some forms of Mortgages.

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances but we estimate it will be £500. Any commission received from the Lender can be offset against this amount.

To understand the features and risks of an Equity release scheme, ask for a personalised illustration.

Starkey Financial Planning Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 459336

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.