FREE Retirement & Lifestyle Planner
FREE Retirement & Lifestyle Planner

Protection

Finding the most appropriate protection for your family or your business involves careful consideration of your needs.

At Amethyst we can discuss your concerns and recommend the most appropriate plans for your individual needs and circumstances.

Family & Mortgage Protection

We advise client who wish to:

  • Provide protection for their family in the event of death.
  • Provide cover for themselves and their family should they suffer a critical illness
  • Protect their income in the event of accident or illness
  • Ensure their mortgage or loans are paid in the event of death or critical illness
  • Provide funds to cover Inheritance Tax liabilities
  • Require trust advice to ensure funds are paid to the intended beneficiaries.
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Business Protection

We advise client who wish to:

  • Provide cover against death or critical illness of a Director/Shareholder
  • Maintain control of the company in the event of death or critical illness of a Company Director or Shareholder
  • Provide life and critical illness protection to cover business loans
  • Ensure adequate protection is in place should a Key Person die or suffer from critical illness.
  • Provide income protection cover for their employees
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Do you wish to put in place family or mortgage protection?

At Amethyst we will…

  • Discuss your current objectives
  • Review any existing plans already in place
  • Plan the most appropriate protection strategy with you for your individual needs and circumstances
  • Make a recommendation based on the protection plans available to you
  • Apply and implement the plan
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Retirement Planning

Pensions are complex, at Amethyst we are qualified Pension Specialists and can advise on all aspects of pension planning including Defined Benefit (Final Salary Schemes), Defined Contribution Schemes, Personal Pensions & at Retirement Flex-Access Drawdown and Annuity options.

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Investments

Whether you require capital growth, income or a combination of both. Amethyst have been successfully investing monies for their clients for many years, through a combination of tax-efficient investments and careful risk management we can advise and recommend the most suitable strategy for your individual needs and circumstances.

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Estate Planning

Estate planning is the process of managing your investments throughout your life and planning the disposal of your ownership to your next of kin after your death, in order to minimise all taxes.

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Protection

Finding the most appropriate protection for your family or your business involves careful consideration of your needs. At Amethyst we can discuss your concerns and recommend the most appropriate plans for your individual needs and circumstances.

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Ethical Investments

At Amethyst we offer a wide range of Ethical Investments to suit your values and principles.

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Mortgages

Amethyst can advise on all aspects of mortgage borrowing from first time buyers, homeowners moving house, remortgages and buy to lets. We will guide you through the process to find the most appropriate mortgage for current individual needs and circumstances.

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    Amethyst Independent Financial Advisers LLP 83 Howard Street, North Shields, NE30 1AF is authorised and regulated by the Financial Conduct Authority

    The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of buy to let mortgages

    We are entered on the Financial Services Register No 623925 at register.fca.org.uk

    Registered in England with No. OC392353

    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

    If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

    Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: financial-ombudsman.org.uk

    The Financial Conduct Authority does not regulate taxation and trust advice.