TRUST we know how important it is
At Taurus Financial Solutions we pride ourselves on providing expertise in an approachable yet professional way. Having provided advice to clients of a leading law firm for many years, we understand the level of service and attention clients expect from a trusted adviser. Fiercely proud of our heritage, after 20 years, Taurus Financial Solutions has now branched out to offer its services more widely. As a firm we are Chartered Financial Planners, which is recognition of the high standards of service we provide as well as the highly qualified advisers and staff within our team. You can be certain that by taking advice from Taurus Financial Solutions you will be receiving fully independent advice. This means that we will provide advice on the most suitable solutions for your needs from the entire range of products and services available. We are not tied to any investment company so have no bias when making recommendations. We have the expertise and skills to provide you with solutions to meet your needs whether you are: Professional Advisers Solicitors and accountants keen to ensure that your clients receive appropriate independent financial advice. Individuals Those wishing to ensure that they receive sound, honest, comprehensive advice on all aspects of investment and financial planning. Businesses Small or medium sized companies looking to protect themselves and ensure their pension arrangements are suitable and comply with government regulations.
CLEAR well presented, concise advice
OUR SERVICE
We work in partnership with you to understand and meet your financial planning objectives. Your needs are important to us and we want to help you achieve them. Dealing with financial matters is very personal and we are sensitive to this when providing advice. We will act with integrity and professionalism at all times. Once we have established your current situation, aims and objectives we will carry out a review of the market and make recommendations as to how best to meet your needs. You will receive a comprehensive, personalised report setting these out clearly and expaining why they are suitable for you. There may be a number of options for you to consider and we will spend time with you to guide you through the decision making process, ensuring that we answer any queries that you have along the way.
A key driver of our success as trusted advisers to our clients is the regular review service we provide. Regularly reviewing your pensions and investments is extremely important and we will contact you each year with up to date valuations and recommendations for any changes. The opportunity to meet to update and review your needs is also available if your circumstances have changed. This is vital when you are planning for the future and we offer this as a standard feature within our annual management service.
FIRST choice for professionals
TAURUS FOR PROFESSIONALS
As a professional, whether you are a lawyer or an accountant, you will be giving your clients high quality advice in your chosen area of specialism. You will also expect your clients to receive the same quality of advice if you were to refer them to an independent financial adviser. At Taurus Financial Solutions we understand how you work and the expectations that you have. Indeed our advisers have been working with and within professional practices for many years, and we feel that our method of working, and our ethics, sit extremely well in the professional arena. With many independent financial advise firms deciding to adopt the status of restricted advisers, we are proud of our status as independent Chartered Financial Planners. We believe that most lawyers and accountants cherish their own independent status, and choose to refer only to those firms, who are not restricted by links to any financial institution. We feel that our expertise in the specialist areas of trusts, long-term care, matrimonial and personal injury work sets us aside from most other financial advisers. We are also qualified and experienced in dealing with most pension issues and have specialist software which allows us to make comparisons between different options.
Professional Financial Centres are a network of independent financial advisers dedicated to providing a specialist service to those professionals from which are not themselves authorised by the FSA.
YOU putting your needs first
TAURUS FOR INDIVIDUALS
At Taurus Financial Solutions we understand that everyone is different and each person’s needs are unique. That’s why we put your needs at the heart of our advice process. You can be sure of receiving advice which is unique to you, tailored for your own circumstances. Investing for the Future Whether building up funds through regular savings or investing a lump sum, our investment process will ensure that your money works hard for you. Retirement Planning Reviewing existing pension schemes as well as advising on how to build up funds for your retirement. Taking Retirement Benefits With so many different options now available on reaching retirement, we are able to guide you in order to make the best decision to suit you.
Separation and Divorce Planning We can help couples by providing objective advice on assets and how these could be best distributed between the parties. Protecting You and Your Family Ensuring that you have adequate cover in place to provide for you and your family in the event of death or illness. Care Fees Funding Providing you with all the options available for those that find they must fund their own care fees. Helping you stay in control and allowing you to make your own choices by ensuring you maintain financial independence. Tax Planning Expert advice in inheritance tax planning where there are many options available to reduce the liability on death. Also planning for those with high income tax or capital gains tax bills.
SOUND practical advice
TAURUS FOR BUSINESSES
We understand the dedication required to build up your business, but it can be easy to forget how vulnerable your business might be if things go wrong. It can be difficult to see things objectively when you are so close to something and you may not realise what planning opportunities you are missing out on, or risks you are taking. Here at Taurus Financial Solutions, we understand the needs of business owners, and we feel that many don’t realise what help there is available for them. So many businesses are at risk of falling apart if the unthinkable happens when, with careful planning it need not be the case. Our advice covers: ■ Keyperson Protection – this provides a lump sum or income to the business in the event that a key individual dies or suffers severe ill health. ■ Shareholder or Partnership Protection – this provides peace of mind that the surviving partners or directors are able to purchase the shares of a shareholder in the event of that shareholder’s death. ■ Protection for Business Debts – this makes sure that the Firm can repay the business loans or overdraft in the event of a partner’s or director’s death. ■ Director and Staff Pension Plans – We ensure that you fulfil your responsibilities, while making the most of tax planning opportunities available to you.
TAURUS FINANCIAL SOLUTIONS 40 ST MARGARETS STREET CANTERBURY, KENT CT1 2TX T. 01227 761177 F. 01227 863162 EMAIL info@taurusfinancialsolutions.co.uk
Taurus Financial Solutions is a trading name of Furley Page LLP. Furley Page LLP is regulated by the Solicitors Regulation Service. Furley Page LLP is authorised and regulated by the Financial Services Authority. FSA reference 445614.