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Bishop's Tree Financial Planning
Pontyclun, Rhondda Cynon Taff, CF728EL
Bishop's Tree offer financial advice tailored to your individual circumstances and priorities. From comprehensive financial plans to sorting specific areas of concern we have the expertise to help you achieve your financial goals. Take a look at our services below or get in touch for an informal chat about how we can help you. Pensions and Retirement Planning For some retirement means travelling the world, more time for hobbies or even starting a new business. Other people may wish to spend more time with their family or volunteering in the community or with a charity. Whatever you want to do, we can help you get the most of your pension so that you can get the most out of your retirement. Mortgages As whole-of-market brokers we have access to every lender and provider available with exclusive access to interest rates not available to consumers. We cover all aspects of lending from residential to buy-to-let to commercial. We offer a value added service right through to completion, making the process as smooth and stress free for you as possible. Savings and Investments We will work with you to understand your current financial goals and timescale so that your money is invested in the most suitable way. All of the advice given will be tailored to you, your circumstances and your aims. Inheritance Tax and Estate Planning Providing for your loved ones is important for many of us. We can help you pass on your assets efficiently to the people you want while reducing or managing inheritance tax obligations.
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