Financial Planning Services

There is no ‘one size fits all’ solution for financial planning – at LG Embrey our service is personal to you. You may need one-off advice on a particular topic such as your retirement, mortgage advice, equity release or a comprehensive wealth management plan.

LG Embrey are independent financial advisers based in Shrewsbury, Shropshire under pi financial ltd, authorised and regulated by the Financial Conduct Authority. To discuss your equity release requirements call 01743 382002 or fill in the contact form below.

Financial planning
Retirement planning
Inheritance tax (IHT)
Equity release
Wealth management
Mortgage advice
Financial Services Shrewsbury

Financial planning.

Lifestyle financial planning helps you understand how to use your wealth to make better financial decisions. We’ll help you to identify your financial goals and aspirations, then build you a roadmap to achieve them.

What are the types of financial planning?

There are four types of financial planning which are:

  • Cash flow management
  • Investment management
  • Debt Management
  • Tax Management
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Retirement planning.

Retirement planning can be a minefield. There are many different options and exist within a continually changing financial landscape, which means making a decision for your future is no small feat. As an independent financial adviser, experienced in planning for retirement, we’re able to offer advice on plans across the whole marketplace.

Why you need a retirement plan?

Retirement planning is important because it can help you avoid running out of money in retirement. Your plan can help you calculate the rate of return you need on your investments, how much risk you should take, and how much income you can safely withdraw from your portfolio.

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Inheritance Tax Planning

Inheritance tax planning.

Inheritance tax was once something the wealthy expected to pay upon the death of a relative. These days it’s a very different situation. The sharp rise in house prices has meant that many people are leaving behind estates that attract inheritance tax.

What is inheritance tax planning (IHT)?

Having a will and undertaking inheritance tax planning ensures you have control over who benefits from and how much tax is paid by your estate. It will also ensure you do not leave loved ones with administrative difficulties and maybe having to sell off family assets to pay unexpected tax bills.

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IHT Shropshire

Equity release.

Homeowners in Shrewsbury and Shropshire can appreciate just how much their property has increased in value over the years. Yet that money is tied up in the property; it’s money that could be used to help a family member get on the property ladder or to enjoy the splendours of life.

Is equity release a safe option?

Equity release lets you release money tied up in your home, giving you a cash sum to use as you wish. So, if you’re considering home or garden improvements, looking to help family financially, planning a luxury holiday or want additional retirement income in 2021, releasing equity could be a good idea.

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Retirement Planning Shrewsbury

Wealth management.

Wealth management is a tailor-made service that covers investment management and financial planning. We’ll provide you with advice across your whole financial situation.

How much money do you need for wealth management in the UK?

Generally speaking, our wealth management service is for clients with over £250,000 in investable assets. We do offer other financial planning services for those who want to make the most of their capital but don’t have liquid assets to invest at this moment.

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Financial Modelling Shrewsbury

Mortgage advice.

As an independent mortgage broker in Shrewsbury, we offer free, impartial mortgage advice that covers the whole marketplace. We can guide you every step of the way, making the mortgage process as stress-free as it possibly can be.

What can a mortgage advisor help with?

A qualified mortgage broker is basically a financial advisor that specialises in mortgages. They work to find the right mortgage with rates to suit your budget. They can show you your best options and their expert knowledge of the housing market means they can identify the best lenders and mortgage deals out there.

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Mortgage Advice Shrewsbury

Arrange a personal consultation.

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