Retirement Planning

STRUCTURING YOUR PENSIONS AND INVESTMENTS

Do you have accrued pensions but no investment strategy in place?
Can you afford to retire and still have a good standard of living?

Wealth Management

TAX PLANNING

Do you need a better grasp of where tax is eroding your income and savings?
We can look at boosting your finances with some careful tax planning.

Retirement Planning

INVESTMENT PLANNING

Put plans in place for your future goals,
whilst making sure you have enough money set aside to cover your day-to-day living expenses

About Kappa Financial Solutions

At Creative Finance we use sophisticated lifetime cash flow software to aid planning and decision making.

We are committed to offering all our clients the highest quality of advice and products.

We aim to benefit your financial goals with our years of experience to tailor a plan that suits you.

Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Manage Investments

My income is my priority. I want to make sure my investments are generating as much a s possible. Will my investments and income keep up with inflation?

Wealth Management

I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.

Family Protection

I want to pass on my remaining wealth to my family but may need to go into a nursing home. How do I protect my assets but still leave provision for myself?