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Main Content

  • Investments

    Every client has different requirements for investment. It could be for general saving for the … Continue Reading…

    Investments
  • Retirement Planning

    For many people nowadays, retirement is a gradual process not a day set in the diary as it was for … Continue Reading…

    Retirement Planning
  • Lifestyle Financial Planning

    "Telling the truth about Money..." Lifestyle Financial planning is about achieving life's most … Continue Reading…

    Lifestyle Financial Planning

Make the Most of Savings

Some basic guidelines to help you maximise the potential return from your money. When you have taken the time and effort to set money aside, … Read More... about Making the Most of Your Savings

Inheritance Tax planning

Inheritance tax (IHT) was traditionally regarded as a tax only for the very wealthy. However, with a threshold of £325,000 (£650,000 for … Read More... about Inheritance Tax & Estate Planning

Life Insurance & Protection

It is a sad fact that while most of us are quite happy to insure our car, our house, our travel arrangements – even our mobile phones – to … Read More... about Life Insurance & Protection

For more information.

We offer a range of Financial Planning Services so for further details…
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Investing for Children

No parent will need reminding that children are expensive. Of course, there are the day-to-day running costs of clothes, shoes – not to … Read More... about Investing for Children

Retirement Planning

Retirement Planning

For many people nowadays, retirement is a gradual process not a day set in the diary as it was for our parents and grandparents! A typical … Read More... about Retirement Planning

Guide to ISAs 2019/2020

THIS IS OUR GUIDE TO INDIVIDUAL SAVINGS ACCOUNTS AND HOW TO MAKE THE MOST OF YOUR ANNUAL TAX YEAR ALLOWANCE. IF YOU WOULD LIKE TO DISCUSS … Read More... about GUIDE TO ISAs 2019/20

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Accalon Associates Ltd is Authorised and Regulated by the Financial Conduct Authority
Registered in England and Wales at the above address: Company Registration No. 4458547

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