Specialist Transactions

Excellent financial services in Stafford

At Friendly Wealth Management, we offer an extensive range of financial services to assist you with investments and wealth management.

Independent advice on one-off transactions

We recognise that from time to time clients will require help and advice that falls outside of the scope of our core wealth management services.
In these cases, we offer a number of specialist and transactional services.
Typically these services will be offered to those clients that are seeking one-off advice and services in areas such as annuity purchase, life insurance, critical illness cover etc. Our specialist transactional services do not usually include an ongoing review service as this is not always necessary.
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Some of the specialist transactional services we currently offer are:

  • Standard annuity rates research
  • Enhanced or ill health annuity rates research
  • Setting up a lifetime annuity
  • Setting up a fixed term annuity
  • Advice on the triviality option
  • Withdrawing a lump sum from a pension
  • Protection options research
  • Setting up a new life insurance plan
  • Setting up a new mortgage protection plan
  • Setting up a new income protection plan

Tax and other legal services* 

  • Trust planning
  • Will writing services - provided by third party law firm
  • Other legal services such as power of attorney - provided by third party law firm
Other services
  • Term deposit research
  • Setting up a term deposit account
  • Lifetime cash flow forecast
  • At retirement income forecast
Transactional policy services
  • Existing policy surrender
  • Existing policy increments
will writing

* The Financial Conduct Authority does not regulate Tax & Trust advice,
Will Writing or Power of Attorney

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Get in touch with Friendly Wealth Management in Stafford today! Call us on
01785 257 257

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