Our approach to estate planning focuses on peace of mind, tax efficiency and flexibility
Increased wealth brings increased responsibilities and potentially, greater tax liabilities on death. By providing our clients with a regular summary of their estate value and outlining tax efficient options, we help them identify beneficial ways of passing wealth to their family.
We consider our client's wishes and the future needs of their beneficiaries, and build plans that are sustainable and adaptable.
Using Gifting, Trusts, Investments and Life Assurance, we then continue to work with our clients and their families to ensure their plan reflects their changing needs.
Call us on 0113 251 5170 to see how our dynamic approach to financial advice can help you
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"Phillip... provides invaluable, regular and timely financial advice"
Sue S
"...always found PGI Financial to be thoroughly professional in their approach"
Neil B
"support staff unfailingly courteous and helpful"
John A
"We have all... benefitted financially from Phillip's well-researched and rigorous advice"
Sue & Steve S
"we have been impressed by his clarity of thought"
Andrew & Jane T
"managed my financial affairs with competency & efficiency"
Peter & Sandra D
"I trust PGI Financial totally, to invest my money"
Jean S
"I can pick up the phone anytime and speak to him"
Andy & Claudia B
"We have found Phillip to be of the highest calibre in all matters financial"
Les & Margaret H
"thank you for the very competent way you have dealt with our investments"
Roger & Shirley H
What makes us different?
Call us on 0113 251 5170 to see how our dynamic approach to financial advice can help you
Contact Us
