Financial Planning

Rothera Dowson offers comprehensive personal financial advice covering everything from arranging new mortgages and re-mortgages to debt consolidation and day-to-day financial management.

Members of the Solicitors Independent Financial Advisors (SIFA), our team are regulated by the Law Society and authorised and regulated by the Financial Services Authority to provide independent financial advice on a wide range of areas including:

Financial planning
Pension planning (including SIPP/SASS and stakeholder)
Tax planning
School fee planning
Mortgages and re-mortgages
Commercial mortgages
Equity release
Lump sum investments
Regular premium/savings plans
ISAs, Unit Trusts and Oeics
Offshore investments
Life assurance
Income protection
Critical illness cover
Private medial care
Key employee insurance
Shareholder protection
Income tax and self assessment

The department also looks after the needs of our wide range of clients offering advice on the investment of capital sums received from inheritance, matrimonial settlements and personal injury cases.