Financial Planning Toolkit

Implementing a financial plan involves using our toolkit of financial products which enable the plan to work effectively. Whether it be arranging a new investment, altering your pension plans or setting up insurance policies to help protect the plan we have a wide variety at our disposal in our toolkit.

As independent advisers we remain unbiased in our use of product providers and are able to provide products from the whole of the market. Working in this way we have exposure to many different solutions and are un-restricted in our choice.

We work closely with our clients to clearly explain what the financial products are being put in place are for and how they work to meet the needs of the plan. As a result our clients fully understand the reasons for having the products in place and how they are assisting their overall objectives and goals.

Family Protection

Family Protection

Whilst protection is an important part of every persons financial planning, 'Totara Financial Planning' understand that every one of our clients will require different solutions. We will ascertain what level of protection is most suitable for you taking into account your longer term objectives. Read more →
Investment Advice

Investment Advice

People invest for different reasons. At Totara, our job is to find out what you want from your capital, whether you want the emphasis on income or capital growth, or indeed a combination of the two. We research what is available and advise on what we regard is most suitable for you. Read more →
Mortgage Advice

Mortgage Advice

We aim to take the stress out of the process for you. We will provide you with a mortgage adviser who will be happy to help you through the home buying service. We will use our inside knowledge and experience to guide you to the right lender and mortgage product. Read more →
Pension Advice

Pension Advice

Forward planning for your retirement can mean the difference between having the reassurance of financial security in later years rather than the worrying how you will cope. Contributing into a pension has great tax advantages, we work closely with our clients to advise them of such benefits. Read more →