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Lancaster Financial Adviser as seen in the following...

Your Chartered Financial Planner & Independent Financial Adviser

You get a holistic, competitively priced, fee based solution whether you need personal finance expertise or a corporate financial service. We‘re attached to Chartergroup Financial Management Ltd (CGFM) so directly regulated by the Financial Conduct Authority and well placed to deal directly with accountants and solicitors for you. Effectively organising your or your company‘s wealth yourself may prove too much so let us help.

  • Chartered Financial Planner in Ingleton, North Yorkshire
  • independant-financial-adviser
  • CharterGroup-logo

Roger has proven invaluable in the last few years with his expert knowledge and clear unbiased advice. He keeps in touch with regular updates and meetings and is always available…
Simon, Lancashire, Optometrist*

Avg. Client Savings: £100-200k*
Avg. Client Term: 5-10 years*

 

*Source: VouchedFor.co.uk

What Can We Do For You?

You get a holistic, competitively priced, fee based solution whether you need personal finance expertise or a corporate financial service. We‘re attached to Chartergroup Financial Management Ltd (CGFM) so directly regulated by the Financial Services Authority and well placed to deal directly with accountants and solicitors for you. Effectively organising your or your company‘s wealth yourself may prove too much so let us help.

Contact Storrs Wealth Planning

I am a Chartered Independent Financial Planner , Fellow of the personal Finance Society & affiliate of the Society of Trust & Estate Pkanners(STEP), based in Ingleton, North Yorkshire, on the edge of the Yorkshire Dales. We are ideally situated to look after clients in South Cumbria, Craven District & North Lancashire, being 6 miles from Kirkby Lonsdale & approximately 20 miles from Kendal Lancaster & Skipton. I am happy to visit you for a no obligation meeting at your home or office, alternatively visit us here at our office. Our clients include those working towards retirement, retirees, business owners and professionals, who value Independent advice.

Storrs Wealth Planning
Storrs Dale
Hawes Road
Ingleton
North Yorkshire
LA6 3AN

Tel: 015242 41824

Email: info@storrswealthplanning.co.uk

How to Find Us

Entering Ingleton from Kirkby Lonsdale (A65)
If coming from the Kirkby Lonsdale direction along the A65, turn left onto Croft Road (B6255)…

Entering Ingleton from Settle (A65)
If coming from the Settle direction along the A65, turn right onto Croft Road (B6255)…

Entering Ingleton from Hawes (B6255)
If coming from the Hawes direction along the B6255…

BUSINESS FINANCES CASE STUDY >

Brian & Louise

Overview:
Brian & Louise wanted to pass on us much to their children and grand-children as possible. A large proportion of their capital was held as cash inside a limited company, which complicated the issue for them. They were aware that they might require access to some of the capital and a continuing income from company dividends, to provide for themselves in later life.

Outcome:
Avoided the need to extract money from the limited company and gift assets to mitigate Inheritance tax, requiring income tax mitigation & a survival period of 7 years and loss of ownership of the capital. Tax mitigated after 2 years ownership, with funds available for use in later-life if required. We also identified that they needed to begin the process of applying for lasting powers of attorney and referred them to a local solicitor.

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