Independent Financial Planning

  You’ve worked hard and you deserve a comfortable retirement, so you need to make the most of your pension. What type of pension should you choose? How much should you save, and when? Talk to our experts today, and let us help you maximise your future.

Investing in anything without industry knowledge or adequate research can be a risky process. At Rotherwood Insurance Consultants, we develop tailor-made investment strategies for each individual client based on their unique circumstances in order to maximise gains and minimise risk.

With such a vast array of insurance products available, it can be a difficult task to select the correct type of protection required. At Rotherwood Insurance Consultants, we specialise and find the most appropriate cover, at the best possible price. 

As part of our tax planning process, we consider a wide variety of investments in order to reduce our client’s tax liability. This could involve measures such as utilising annual dividends, as well as potential capital gains allowances. 

At Rotherwood Insurance Consultants, we believe one of the key roles an advisor plays is protecting an individual’s estate, ensuring as much of a family’s wealth is passed from one generation to the next