kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/advice.html
Skip to main navigation. A transactional service where no ongoing advice is needed or appropriate. Authorised and Regulated by the Financial Conduct Authority. Registered in England, Registration No. 04428701.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/planning.html
Skip to main navigation. Quarterly portfolio reviews that provide consistent portfolio fund analysis and monitoring, reporting in a simple, concise manner. Regular face to face meetings where appropriate, normally each year but dependant of client circumstances. Authorised and Regulated by the Financial Conduct Authority. Registered in England, Registration No. 04428701.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/Proposition.html
Skip to main navigation. The Retail Distribution Review (RDR) brought in wide ranging legislative change to our profession effective January 1st 2013 with a major change being payment to advisers relating to investment and pensions by way of commission was abolished. Our industry regulator, The Financial Services Authority, (subsequently replaced from April 1st 2013 by the Financial Conduct Authority) wanted to avoid all provider contract bias.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/whoweare.html
Skip to main navigation. Kassius Ltd, set up in 2002, was borne out of a long standing friendship between Chirag Shah and Andrew McGovren. At the time they had over 30 years combined experience in providing financial planning advice having worked for some of the largest UK life and pensions companies as well as operating as independent financial advisers. Authorised and Regulated by the Financial Conduct Authority. Registered in England, Registration No. 04428701.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/ourmission.html
Skip to main navigation. To provide an investment, financial and estate planning service to individuals and small to medium sized businesses which is personal, consistent in its message and delivery and long standing. Authorised and Regulated by the Financial Conduct Authority. Registered in England, Registration No. 04428701.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/services.html
Skip to main navigation. At Kassius we strive to provide the best possible service by guiding the people we advise to make the most informed decisions. Whether you need advice on Personal or Corporation finance, Retirement or Inheritance Tax planning, Kassius can help you. Authorised and Regulated by the Financial Conduct Authority. Registered in England, Registration No. 04428701.
kassius.co.uk
Kassius - accreditations
http://kassius.co.uk/html/site-pages/accreditations.html
Skip to main navigation. Chirag is an accredited Certified Financial Planner (CFP) whilst Andrew holds Financial Planning Diploma status and while we are strong advocates of formal qualifications, experience counts tremendously and with over 30 years combined experience in the financial advice field, they are able to translate difficult scenarios into very easily understood solutions. Authorised and Regulated by the Financial Conduct Authority. Registered in England, Registration No. 04428701.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/events.html
Skip to main navigation. Our events page is regularly updated. We provide and sponsor interesting, practical and informative events and seminars designed to benefit you, improving your financial knowlege and subsquent financial wellbeing. Event date: 2nd March, 2015 from 18:00 - 20:00. Kassius invites you to attend:. Q and A The Perils and Pitfalls of buying property through your pension plan. Held on Monday, March 2nd, 2015 from 6:00 PM 8:00PM. Key Speaker Mark Hancock, Director Heritage Pensions.
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/inheritancetax.html
Skip to main navigation. Tax planning is HARD but valuable". Firstly we assess your current holdings, property and other possessions and conduct an audit of what is in a tax shelter, what could be put into a tax shelter and how much tax are you liable to in the present without any changes. Secondly, we would review your current will to ensure that it does what you want it to do, it is without error and it has not been supplanted by changes in legislation. The value of your investments can go down as well...
kassius.co.uk
Kassius
http://kassius.co.uk/html/site-pages/catastrophe.html
Skip to main navigation. In our ‘who are we? Rsquo; page we make reference to our three core services and Catastrophe planning forms part of overall financial planning. We use the word catastrophe for impact and accuracy and intentionally will not mince our words here as practical, no nonsense guidance is the order of the day. Can you keep a roof over your head if there is no money to pay the mortgage. How would all the utility bills be paid and by who? What about the weekly Sainsburys shopping? Our prac...
