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Hastie & Company are Independent Financial Advisers
(IFAs) who offer advice on all aspects of personal and corporate
financial services. Being independent means we can provide you
with impartial advice from a continually evolving product range
offered by companies across the entire insurance, investment
and mortgage market.
Effective financial planning revolves around the provision
of practical solutions for your current and future requirements.
Our experienced team of fully qualified consultants possess
in-depth knowledge of specialist areas such as:
- Investments: including PEPs, ISAs, Bonds
& Unit Trusts etc.
- Retirement Planning: including Personal
Pensions & Stakeholder, Income drawdown, Annuities,
Self-Invested Personal Pensions (SIPPs) etc.
- Insurance: including Life, Critical
Illness, Income Protection, Accident, Sickness & Unemployment
etc.
- Mortgages & Remortgages: including
Equity Release, Offset, Flexible Buy to Let, Self Certification
etc.
- Medical Expenses Planning: Private Medical
Insurance.
- Savings: including monthly premium ISAs
and Unit Trusts, Friendly Society plans etc.
- Inheritance Tax Planning: advice upon
how to minimise inheritance tax e.g. Nil Rate Band planning,
Lifetime gifting, use of Annual exemptions, use of Trusts
etc.
- School Fees Planning: including methods
where parents or grandparents can fund immediate or future
fees using a variety of arrangements with the added potential
to reduce inheritance tax
- Business & Corporation Planning:
including Stakeholder & Group Pensions, Partnership
& Director Insurance, Employee Benefits etc.
We believe there is no substitute for the provision of financial
advice on a 'face to face' basis, especially when dealing
with complex issues and would invite you to contact us to
arrange to meet with one of our consultants. However, we also
appreciate that meetings are not always convenient due to
distance or time restraints and can therefore arrange a telephone
appointment.
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