Retirement Planning

Retirement Planning

Do you have accrued pensions but no investment strategy in place?
Can you afford to retire and still have a good standard of living?

Retirement Planning

Protecting loved ones

Are you hoping to pass on your remaining wealth to your family
and protect your assets and still leave provision for yourself?

Wealth Management

Taming the taxman

Do you need a better grasp of where tax is eroding your income and savings?
We can look at boosting your finances with some careful tax planning.

Retirement Planning

Finance coaching

We can help clients to forecast their long term needs
and decide how to pass on their wealth to their family.

Kudos Financial Consultancy

Kudos Financial Consultancy aim to provide a high quality financial planning service to both corporate and individuals clients.

We pride ourselves on giving a friendly personal service and adding value to you and your financial well being.

Phone: 01252 376444

Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Manage Investments

My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?

Tax Planning

I need help with an effective estate planning strategy, one that enables me to pass on my wealth to the people I care about and minimise the amount of tax I pay.

Wealth Management

I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.