Careful planning is required to protect your wealth. There are a number of ways to help reduce or eliminate Inheritance Tax and it is important to discuss this in detail with an Independent Financial Adviser. Planning carefully can take between 2 – 7 years, so start now if you haven’t already.

We must advise that not all estate planning and Inheritance tax planning is regulated by the Financial Conduct Authority (FCA).

To find out more information please call us to arrange a free initial consultation to see how we can help you.

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Testimonials

Here are some brief comments from our clients.

“I have known Frank Cochran for about 15 yrs. He is professional and straightforward in his financial advice. Frank and his team at FSC are more like friends than advisers, they always look out for you. My finances could not be in better hands”

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Mrs D Saunders

“A learned man and well respected in his knowledge of finance throughout the corridor of top financial institutions, yet in all the years since that meeting in 1997, I have never encountered Frank to try and baffle me with financial jargon, glit financial anecdotes , no quotes of superiority to make me feel inferior or naive! He speaks clearly on layman terms which I can comprehend and follow with comfort, and at the same time feel at ease with that choice of investment and also at ease with adviser”

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Mr M Jones

“FSC Investments have been my financial advisors for nine years. During this time I have been very impressed by their thoroughness and professionalism. I find the twice a year review meeting very helpful”

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Miss R James

“We have had the peace of mind of knowing that our money is being looked after very professionally and in an understandable way”

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Mr & Mrs T Cox

“I am not a high risk taker so the fact that Frank has steered my investments through a number of very difficult years and still made handsome profits has been a credit to his integrity and skill as a Wealth Manager”

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Mr R Bennet

“I have been a client of Frank Cochran since 1999. Following my retirement I was keen to ensure a safe and reliable return for my investments. For the last 15 years Frank has skillfully guided me through a number of potentially fatal financial situations. Stock markets have crashed and rallied only to fall again, but Frank and his team have protected my money from losses and have often made money when friends and others have made substatial losses. Frank is trustworthy, friendly and above all he talks plain english in a way that everything he does is understood. I’d thoroughly recommend him to anyone”

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Mr L Williams

“We have known Frank for 15 years. After selling my shop we had money to invest. Frank was recommended to us as a safe pair of hands to invest this money. In all the time we have been with frank he has been very approachable and friendly. We look forward to our regular six monthly reviews and are happy to say we have never been let down”

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Mr & Mrs Caddick