Services
At Coleman Clough Investment Management our aim is to ensure that you have the best possible advice when planning your financial future.
Our services include a review of your existing arrangements:
When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.
Our range of financial services include:
- Pensions
- Retirement planning
- Investing for income
- Tax efficient investments
- Planning and goal setting
- Life assurance
- Critical illness
- Mortgages*
- Equity release
- Long term care funding
- Investment review
- Inheritance tax planning
- Probate valuations
- Pensions and divorce
- Advice by e-mail
- Initial meeting free of charge
* Your home maybe repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
Coleman Clough Investment Management, The New Barn, Home Farm, The Avenue, Esholt, Shipley, West Yorkshire, BD17 7RH