MLi Advice Financial Planning...

Owens passion for proactive financial advice to individual and corporate clients, is backed up by an experienced and skilled team, resulting in sound and practical financial advice.

By trusting our company to deliver the best advice and service, our clients minimise the burden of personally administrating their financial planning needs and can move forward with confidence.

As personal and corporate circumstances change, we carry out ongoing regular financial planning reviews to ensure our clients' plans evolve with them.

Personal Needs;
Retirement, Investments (Wealth Management) and Protection Planning

Corporate Needs;
Automatic Enrolment (Workplace Pensions), Group Pensions and Business Protection

Personal Planning and wealth management 

Retirement Planning

We advise individuals to plan for better futures. We review clients' existing pension portfolios and advise on future pension funding. Our advice covers all aspects of personal pension planning from creation to activation.

As personal circumstances change we carry out ongoing reviews of pension arrangements to ensure our clients' plans evolve with them. Our goal is to provide a pension planning service which is clear and precise and enables our clients to make fully informed decisions when crystallising pension benefits in the future.

Investments

We advise individuals on investment planning from reviewing existing to creating new investment portfolios. Our advice covers all aspects of investment planning from ISAs to Unit Trusts and Investment Bonds.

As personal circumstances change we carry out ongoing reviews of investment arrangements to ensure our clients plans evolve with them. Our goal is to provide a proactive investment planning service which is clear and precise and enables our clients to make fully informed decisions throughout the lifetime of their investments.

Personal Protection

We advise and arrange suitable insurance plans for individuals, ranging from individual protection plans through to a tailored financial portfolio. We use our in-depth knowledge to provide advice on these key areas:

  • Critical Illness Protection
  • Income Protection
  • Family Protection
  • Mortgage & Loan Protection
  • Private Medical Insurance
  • Corporate Planning

Corporate Planning

Business Protection

We advise and arrange suitable insurance plans for businesses, ranging from employee benefit solutions through to key person and shareholder protection. We use our in-depth knowledge to provide advice on the key areas:

  • Group Death in Service
  • Group Private Medical Insurance
  • Group Income Protection
  • Keyperson Protection
  • Shareholder and Partnership Protection

Automatic Enrolment

The Workplace Pensions Reform introduces new duties and safeguards that employers must adhere to. Employers are required by law to automatically enrol all eligible workers into a workplace pension and make a contribution to it. This process is already underway for organisations that employ a large number of people and the next phase of this process is now impacting smaller businesses.

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