Services we offer at GQ Finance
LIFETIME CASH-FLOW ANALYSIS AND PLANNING
We believe understanding the relationship between income and expenditure throughout life and identifying and managing the excesses and shortfalls is essential for a comfortable life and importantly retirement
Understanding the relationship between income and expenditure throughout life and identifying shortfalls is fundamental.
INVESTMENTS
Investments are an important decision & so we help our clients by recommending the most appropriate investments to offer the best chance of achieving the required rate of return with an acceptable level of risk. We do not offer blanket recommendations, we will always consider your unique situation and recommend accordingly.
SOCIAL INVESTING
If there is a particular social or environmental issue in which a client is particularly interested we will source appropriate investments which meet those objectives. Areas which have attracted clients’ interest include; environmental, such as renewable energy and farming; social, such as offender rehabilitation programmes and; community, which might be a local or global initiative. Such advice will always be given in the context of a client’s overall investment strategy.
DEBT
We can advise on and restructuring any debt you java incurred in line with clients' current financial objectives and realistic expectations on repayment.
ESTATE PLANNING
We help clients by addressing issues such as guardianship, wills, trusts, inheritance tax; and ensuring plans are implemented for the death of yourself or family members. It is a really important part of anyone's life planning.
