Alex Morton, Q Financial Planning

Q Financial Planning Financial advisor
2 Haygate Road
Company owners/directors-cash rich businesses. Pension review/consolidation. Investments review. Dentists/Doctors/Solicitors/Business Professionals.
Information Manager

Business Description

Independent Financial Advisers based in Shropshire/East Midlands covering the whole of the Midlands area whilst servicing clients nationally. We offer solutions that consider whole of market options giving fully impartial advice.

We provide unbiased holistic financial planning advice covering the full spectrum of products and services available.

This includes but is not limited to:

- Pension advice/reviews/consolidation.

- Planning for those approaching retirement.

- Investment advice - Direct Investments/ ISA's + Childrens ISA's) / Investment Bonds / Structured Products

- Tax Efficient Specialist Investments - Venture Capital Trusts / Enterprise Investment Schemes (Income Tax Relief)

- Business Tax Efficiency Planning (Corporation tax Relief)

- Inheritance Tax/Estate planning - Whole of Life Insurance

- Divorce Pension Sharing + Credits / Probate proceeds + Inheritance planning.

- Business Protection - Keyman / Relevant Life / Executive Income Protection / Shareholder Protection

- Personal Protection - Life Insurance / Critical Illness / Income Protection / Personal Accident Protection / Family Income benefit / Whole of Life 

Accreditations & Qualifications

DipFS Level 4 Financial Planning

VCT/EIS Specialist Investment Licence.

BSC Hons Geology-Geography