Punter Southall JDP | Financial Planning Bedford | Our Services
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Wealth Management

At JDP, our advisers help you navigate the complex landscape of tax, identifying financial opportunities far in advance through financial planning and analysis.

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Pension Planning

The Pension landscape has changed dramatically. We are dedicated to keeping track of such developments for you, advising on the implications as well as the benefits they resent to your financial future.

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Divorce can be an emotional and financially painful process. If you are looking for a knowledgeable, experienced adviser to guide you through the financial minefield, then our team can help.

Under find out more there should be a reference to working in conjunction with the clients solicitor.

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Later Life

Repositioning your portfolio to focus on later life is a key service we provide. This addresses both capital and income requirements with tax efficiency in mind.

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Family Protection

We provide solutions to ensure that your family are protected in the event of premature death or incapacity. JDP brings you clarity by devising a tailored strategy.

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Business Advice

This is a broad area encompassing coaching and financial plans, including protection of business owners, whether you are expanding or selling your business.

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Lifestyle Planning

We at JDP are not “product sellers” but prefer to concentrate on ensuring that the right strategy is put in place to ensure client’s meet their objectives. This involves the extensive analysis of your income and expenditure patterns before making any recommendations.

Only once the right strategy is identified can the bespoke investments be implemented.

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