Mike Roa

Background

About Mike Roa

Comprehensive, congenial, clear We aim to realise your financial ambitions by offering you a comprehensive range of services, a congenial manner and a clear way of explaining your options. We provide: Protection – we aim to provide you with vital confidence, comfort and consolation by advising you on the right amount and type of cover in the event of death, disability or illness. This includes Individual Life Assurance and Business Assurance. Savings and Investments – we aim to fulfil your financial needs through our straightforward but sophisticated process. We analyse your assets and establish your risk profile. Then we aim to maximise your returns by designing the right investment portfolio for you, and minimise the impact of taxation by utilising your annual tax allowances. Retirement Planning – we aim to give you peace of mind by setting up, transferring and providing ongoing advice on pensions. We advise on your retirement options – the contractual features of each and the retirement benefits generated. Estate Planning – through intelligent and informed estate planning, we aim to preserve your family’s wealth, and save your beneficiaries thousands, maybe even hundreds of thousands of pounds, depending on the size of your estate. Business Planning – if a significant proportion of your assets is tied up in your business, we can offer Keyman Assurance and Shareholder Protection, in order to protect and preserve that value. If we sound like the sort of financial advisor who could help you, please call us today for a free, without-obligation discussion of your needs.