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First Financial
at the Centre
of your Future
Wealth Management
Portfolio Planning
Discretionary Fund Management
Stockbroking Services
Annual Tax Planning
Annual Risk Profiling
Tax Mitigation Planning
First Financial Solutions
Investment Planning
Retirement Planning
Protection Advice
Mortgage & Finance
Cashflow Forecasting
Lifestyle & Financial Goal Setting
Core Values
Honesty & Integrity
High Quality Service Levels
Expert Advice
Consistent Personal Approach
Independent Advice
Retirement Planning
Self Invested Pension Planning
Maximizing Annual Tax Allowances
Income Forecasting
Existing Pension Reviews
Legal Services
Wills
Trusts
Inheritance Tax Planning
Estate Preservation
Protection Advice
Individual & Family Protection
Life Cover
Critical Illness
Private Medical Cover
Specific Contracts for
Sportspersons
Business Protection
Shareholder & Partnership
Protection
Professional Connections
Accountants
Solicitors & Legal Services
Offshore Service Providers
High Net Worth/Lifestyle Services
Coaching Phsycologist
Finance
Residential Mortgage Loans
Buy to Let Investment Loans
Overseas Mortgages
Commercial Mortgages/Loans

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New FFS Services overview

  • 1. First Financial at the Centre of your Future Wealth Management Portfolio Planning Discretionary Fund Management Stockbroking Services Annual Tax Planning Annual Risk Profiling Tax Mitigation Planning First Financial Solutions Investment Planning Retirement Planning Protection Advice Mortgage & Finance Cashflow Forecasting Lifestyle & Financial Goal Setting Core Values Honesty & Integrity High Quality Service Levels Expert Advice Consistent Personal Approach Independent Advice Retirement Planning Self Invested Pension Planning Maximizing Annual Tax Allowances Income Forecasting Existing Pension Reviews Legal Services Wills Trusts Inheritance Tax Planning Estate Preservation Protection Advice Individual & Family Protection Life Cover Critical Illness Private Medical Cover Specific Contracts for Sportspersons Business Protection Shareholder & Partnership Protection Professional Connections Accountants Solicitors & Legal Services Offshore Service Providers High Net Worth/Lifestyle Services Coaching Phsycologist Finance Residential Mortgage Loans Buy to Let Investment Loans Overseas Mortgages Commercial Mortgages/Loans