Independent Financial Advisers
You can shelter your savings from tax by using your £20,000 ISA allowance or £9,000 Junior ISA allowance. You can put these maximum tax-free amounts into investments, cash, or any mixture of the two. The deadline for the 2022/23 tax year is the 5th April 2023.
Overwhelmed by the large number of mortgage providers? Unsure which one is right for you? We can help. By looking at your specific financial circumstances our knowledgeable advisers can tailor a mortgage solution that is right for you. Why not contact us for an informal, no obligation chat.
If you are approaching retirement, or already there, we can help provide personalised advice on your available options and what is best for you. We can help you get the most from your pensions and investments. With the pension freedoms now in full force there are more options than ever.
Don't leave it too late to makes yours. It is easy to assume that our property and possessions will automatically go to loved ones when we die, but unfortunately this is not always the case. Get some peace of mind by talking to an estate planning professional.
We can select funds that invest in global companies supporting the development of a sustainable global economy. Funds that drive a positive impact in environmental and social change, and whose parent companies are leading sustainability from the front.
We know every client has different requirements and that's why GDA Financial
Partners offer a complete service that is tailored to your specific needs. We
have a strong client base made up of people from all ages and backgrounds, many
of whom have been with us or with our advisers for many years and trust us with
their financial planning because we take the time to understand exactly what
each client is trying to achieve.
We value all of our clients and offer support and advice as and when needed,
because circumstances change all the time. We believe in being both proactive
and reactive and your financial adviser, alongside the support team at GDA,
are always happy to answer any questions. You can call the office and speak
to one of team or email your adviser directly.
Visit our News & Insights page for perspectives and market commentaries straight
from our team of advisers. You can also keep up-to-date with all the latest news from GDA
Financial Partners by joining us on Facebook and Twitter.
GDA Financial Partners LLP is authorised and regulated by the Financial Conduct Authority, registered in England and Wales, No.OC366488.
Registered address: The Retreat, 406 Roding Lane South, Woodford Green, Essex, IG8 8EY, United Kingdom