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Focused on money matters

Focused on money matters

The Insurance Partnership's team of professionals can provide you with qualified independent advice giving you the guidance and confidence that your hard-earned money is invested correctly and that you, your family and key people in your business are protected.

Investment and inheritance tax planning

You can rely on our independent expertise to assess your inheritance tax position and guide you through the wide range of options that are available in the complex area of investing money.

Our tailor-made solution will link to your attitude to risk and to your requirements for income or growth. Our team can also assess your existing investments and throughout the process we will provide full transparency, professionalism and support. One of our key services is to ensure that your existing arrangements are regularly reviewed.

Corporate and personal pensions

Our qualified team has a wealth of expertise and experience in providing employee benefits and pensions solutions and will help ensure that your business complies with new pension regulations that come into effect in 2012.

We can provide advice on a range of issues including pension planning, covering every aspect from self-invested pensions, group personal pensions, stakeholder pensions, final salary schemes, directors’ pensions to retirement options.

We can review your organisation’s existing arrangements and schemes – which may no longer offer an appropriate level of value.

People insurance

Insuring the key people within your organisation such as your directors, shareholders and partners is essential. We can put in place a bespoke Business Survival Package that fulfils all of your organisation’s needs and will ensure that your company will continue operating, whatever the circumstance.

For general financial matters both Corporate and Personal (excluding Mortgages) :

Hugh McAllister hmcallister@tipfs.co.uk

For Investment and Life Assurance enquires :

Trevor Stephenson tstephenson@tipfs.co.uk

For Corporate and Personal Mortgages :

Gavin Wilkinson gwilkinson@tipfs.co.uk

The Insurance Partnership Financial Services Ltd is authorised and regulated by the Financial Services Authority for Life Assurance, Mortgages, Pensions and Investment business, number 232445.

Please contact us if you are in any doubt as to whether a financial product is suitable for you.

Please note Inheritance Tax Planning, Corporate mortgages and Buy-To-Let mortgages are not regulated by the Financial Services Authority.

The Insurance Partnership Financial Services Ltd is a licensed credit broker. Your home is at risk if you do not keep up the repayments on a mortgage or other loan secured on it.

Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

Our address is 40-42 Beverley Road, Hull HU3 1YE. Tel 01482 217234