Services

Investment and Tax Planning

Cheshire Trafford UK Ltd can advise on the investment into Unit Trusts, Investment Bonds, Shares, Investment Trusts, Government Bonds and ISAs and are authorised to deal in direct Equity and Gilt Investment.

Pensions

There are many types of Pension contracts on offer in the market at the moment. These include Personal Pensions, Executive Pensions, Small Self Administered schemes, Pension Mortgages and many more. With Pension legislation changing considerably and giving the working population greater choice when planning for retirement, most will be asking themselves, “How does the legislation affect my circumstances and what options do I have?” Cheshire Trafford UK Ltd. can provide the answers.

Documents

Ongoing Service Package Options

Retail Client Agreement