01275 810028 
Independent Financial Advice 
Email: rob@wychwoodfs.co.uk 

Our Focus Wychwood Financial Services  

Tax Planning 
Tax planning is at the core of everything that we do and we want to ensure you minimise tax. 
We will do this by making the most of annual tax allowances and tax relief where available. 
We will help you minimise the impact of Inheritance Tax and assist you in effectively passing wealth down the generations. 
We will assist with annual and lifetime allowance pension planning. 
Retirement Planning 
We will develop and maintain a tax efficient and cost effective financial plan for those not yet retired. 
We will keep you informed of all the changes within the pension and investment landscape. 
We will help you manage the path into retirement and keep you informed of all the options. 
At retirement we will provide information and advice on all the relevant options and we will implement a tax efficient, cost effective plan if required. 
Beyond retirement we will maintain your plan and manage your income and investments. 
We will help you take advantage of all available tax allowances, minimise taxation on the growth of your investments, and help you take a tax efficient income. 
Family Protection 
We want to ensure you and your liabilities are protected so that your family does not suffer in the event of unforeseen circumstances. 
We will help you develop and maintain an affordable plan to give you peace of mind. 
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