Services

Farrell Financial Planning offer expert independent financial advice services to both individuals and businesses. To find out more about some of our services, click on the links below.

Investment advice services

• Advice on lump sum investments for growth
• Advice on lump sum investments for income
• Advice on regular savings
• Advice on offshore investments
• Advice on investing in ISAs
• Advice on investing in Junior ISAs

Find out more about how our independent financial advice can help with investments

Retirement planning advice services

• Advice on all stages of the retirement cycle
• Advice on pensions
• Advice on annuities
• Advice on enhanced and impaired annuities
• Advice on capped drawdown
• Advice on flexible drawdown
• Advice on phased drawdown
• Advice on workplace pensions
• Advice on pension income options
• Advice on the pension annual allowance
• Advice on the lifetime allowance

Find out more about how our independent financial advice can help with retirement and pension planning

Life & critical illness cover advice

• Advice on life assurance
• Advice on critical illness cover
• Advice on mortgage life assurance
• Advice on mortgage critical illness cover
• Advice on whole of life assurance
• Advice on family income benefit life assurance
• Advice on family income benefit critical illness cover

Find out more about how our independent financial advice can help protect you and your family

Mortgage advice services

• Advice on mortgages for first time buyers
• Advice on mortgages when moving home
• Advice on mortgages when remortgaging
• Advice on buy to let mortgages

Find out more about how our independent mortgage advice can help you with your mortgage needs

Income protecting advice services

• Advice on protecting income against short term ill-health, accident & sickness
• Advice on protecting income against long term ill-health & sickness

Find out more about how our independent financial advice can help you protect your income

Helping businesses

• Advice on group pension schemes
• Advice on company pension schemes
• Advice on group life assurance
• Advice on key man cover
• Advice on group death in service
• Advice on preparing for NEST
• Advice on workplace pensions
• Help with pension reforms
• Advice on auto-enrolment

Find out more about how our independent financial advice can help your businesses

Inheritance tax planning services

• Advice on inheritance tax planning and estate planning

Find out more about how our independent financial advice can help you legally reduce or even avoid inheritance tax