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Nicola Sunderland Financial Planning services brochure

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  • 1. Enhancing client relationships, creating new business opportunities. Nicola Sunderland LLB(Hons) DipPFS TEP Independent Financial Planner

2. Nicola Sunderland is a well-respected, STEP-qualified Independent Financial Planner, providing an integrated legal and financial advisory service to your clients. Being TEP and a full member of STEP, Nicola helps Solicitors maximise the opportunites presented by the Legal Services Act 2007, to deliver integrated legal and financial advice. Using Nicolas services you will benefit from: - Confidence in a trusted and qualified financial planner - More informed decision making by your client regarding financial matters - Reduced financial advisory costs for your client - Opportunity to strengthen client relationships and attract new business Nicola Sunderland represents Countrywide Estate Planning (ifa), a trading name of Honister Partners Ltd - a national IFA firm offering premium financial planning* in the following areas: - Tax and Estate Planning - Financial Planning for Trustees - Financial Planning for Private and Corporate Clients Credentials in brief: - LLB (University of Birmingham) - Diploma in Financial Planning - STEP Member and Qualified - Member of the Personal Finance Society - 10 year career in Private Client Investment Advice and Management *The FSA does not regulate Tax Planning or Trusts 3. Nicolas trust expertise covers: - Compliance with Trustee Act 2000 - Integrated Legal and Financial Advice; a joined-up advice service - Trust tax mitigation - Risk Assessment and Asset Allocation; Diversification and Suitability - Ongoing Trust Monitoring, Reviewing and Reporting - Personal Injury Trusts and Disability Trusts Financial Planning for Trustees Trusts present Solicitors with many challenges, particularly trust governance, so its essential to prove correct administration where contentious trust matters arise. Holding the Diploma in Financial Planning and STEP qualification, Nicola can guide your clients through both the legal and financial aspects of trust governance, providing peace of mind that your trusts are in safe, knowledgeable hands. Using a proven method to establish financial objectives, risk assessment and asset allocation, tax and investment issues are professionally dealt with and fully documented in line with trust legislation. Ongoing trust monitoring and reporting is managed regularly to keep in line with changes in taxation and beneficiary requirements, ensuring readiness for any contentious issues that may arise. Tax and Estate Planning Fully STEP-qualified, Nicola ensures your clients tax and estate affairs are managed with protection and prosperity firmly in mind. Clients have several issues to consider at any one time, from increased tax burdens to third party claims for bankruptcy, divorce proceedings and the impact of funding long-term care. With a long term approach to family wealth protection, Nicola can complement your existing tax and estate services, reassuring your clients that their wealth is protected for themselves and future generations. Nicolas tax expertise covers: - Tax Mitigation - Inheritance Tax Planning - Trusts, Gifting and Asset Protection - Offshore Planning Opportunities - Pension Death Benefit Trusts - Succession Planning and Business Succession Planning Nicola has worked very hard on our behalf - it is so reassuring to have someone we feel we can trust. Alan and Gwen Waters, Private Clients. We have been very impressed with Nicola as an individual; she is both professional and personable and has developed very good relationships with our clients. The Probate Bureau. 4. Financial Planning for Private and Corporate Clients Nicola specialises in private client wealth protection and growth at all life stages. Her far-sighted investment strategies identify the most nurturing environments for asset growth and protection, from global equity markets to Bonds and Trusts. CF8 qualified, Nicola can help your clients to build Long Term Care strategies, creating peace of mind that elderly loved ones will be cared for in a comfortable environment. JO3 qualified, Nicola is well-placed to advise your corporate clients. She provides clarity and assurance on the growing responsibilities and liabilities facing business owners in a changing economical and tax climate. Financial Planning for Private Clients - Care Fees Planning - Investment Advice - Portfolio Management and Review - Alternative Investments - Pensions - Family Protection Financial Planning for Corporate Clients - Company Pensions including SSAS & SIPP - Employee Benefits - Key Man Insurance - Director Shareholder Protection - Partnership Protection - Succession Planning and Exit Strategies Nicolas presentation and explanations are clear, very relevant and pitched at the right level. Alistair Barnwell, Director of Bird-Luckin Chartered Accountants. Call Nicola on 01926 514 393 ext. 238 to find out how you can enhance client relationships and create new business opportunities. 5. Abbotsfield House 43 High Street Kenilworth Warwickshire CV8 1RU t: 01926 514393 ext. 238 m:07917 114849 e:nicola.sunderland@honisterpartners.com www.nicolasunderland.com Countrywide Estate Planning (IFA) is a trading name of Honister Partners Ltd Honister Partners Ltd is an appointed represenative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.