Financial Advice - Ecclesiastical

Getting the right financial advice for your needs is now more important than ever.  For straight-forward advice on:

Savings and investments

With so many types of investments and so much to understand about the markets, investing can be very confusing. Our financial advisers will help you narrow down exactly what’s right for you.

Retirement and pension planning

Retirement is one of those things we all love to dream about but don’t often consider properly in financial terms.  So whether or not you already have a pension, our financial advisers are ready to help you restructure your finances and maximise your retirement nest-egg. We can guide you through all the complex areas of retirement planning in plain English.

Tax planning

Structuring your finances to minimise the amount of tax you pay can save you or your relatives thousands of pounds.  Most people are aware you can save a certain amount each year in tax-efficient products like ISAs (Individual Savings Accounts) and Stakeholder Pensions. But you may not be aware of other products that can help you save tax on your savings, or avoid significant tax bills at particular times in your life.  We are here to give you simple, honest advice, and help you structure your assets to safeguard as much as possible from the taxman.

School fees planning

Whether you’re looking to save for university fees or to ensure that your child can continue their private education should you leave the forces, we can advise on a solution to make this happen.

Protection

Whether we like it or not, life can hand out unpleasant surprises. But with the right financial planning you can always provide for you and your family.  With our careful advice and some of the UK’s leading financial products, you can ensure there’s a lump sum or a continued income in the event of your illness or death. Which is one less thing for you or your relatives to worry about at an already difficult time.

No Fee, Whole-of-market mortgage advice

From taking that first step onto the property ladder or buying an investment property to re-mortgaging and looking for the best deal our mortgage team can guide you at every step of the way. 

Not a RAFA member, click here to join the RAF Association

The Royal Air Forces Association (Registered Charity No 226686) is an Introducer Appointed Representative of Ecclesiastical Life Limited (Company no. 243111) which is authorised and regulated by the Financial Services Authority.

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