Telephone:

01530 811012

Email:

info@21stc.co.uk

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FINANCIAL PLANNING

SPECIALISTS

Protection

Retirement

Investment

Savings

Mortgages

 

If you are looking for advice, we have a financial planning service and a range of products to help meet your needs.

SAVINGS

From cash ISAs and fixed rate bonds, instant access and regular savings accounts, to business and children's savings accounts..

Looking for a simple and tax-efficient way of saving for retirement? Our easy option Personal Pension is for you.

 

We understand how important

a decision getting a mortgage is.

It’s not just about taking out

a mortgage

Providing quality comprehensive Independent Financial advice to Commercial and Private clientele.

 

We offer a comprehensive service covering all aspects of financial planning, including Group and Individual pensions of all types.

 

In these uncertain times the need for a sound trusted and experienced Independent Financial Adviser is more important than ever.

 

The service and advice which we pride ourselves upon is always individually tailored to your own specific requirements.

 

At 21st Century Financial Planning we provide strategic financial advice to help you achieve your personal and financial goals in life.

 

We offer expert Independent Financial advice on a comprehensive whole of market range of high quality financial planning products and investment management services. Whether your needs are to raise capital, generate investment income, accumulate an investment portfolio, build a pension fund for retirement, minimize your tax liabilities, protect yourself from financial risk or optimize your trust and estate planning on death, 21st Century Financial Planning can help.

 

If you have a specific goal in life, and want to develop a financial plan to achieve it, then contact us to see how we can help you.

 

To download our Money Matters Magazine for September / October 2023 - click here

Goldstraw Associates trading as 21st Century Financial Planning was established in 2001, by current Managing Director Kevin Goldstraw.

Treating Customers Fairly

 

Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.

 

Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.

 

21st Century Financial Planning is directly authorised and regulated by the financial conduct authority (FRN 916452)

Products

Investment / Portfolio Review

Life Assurance / Family Protection

Personal Pensions /Retirement

Income Protection / Critical Illness

Mortgages / Re-mortgages

Trust & Estate Planning / Wills

Partnership / Business Insurance

Executive / Group pensions

Key Man Insurance / Shareholder

Permanent Health Insurance

Loans