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Just Us Financial Solutions | Wealth Management
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Wealth Management

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Will Writing is not part of the Intrinsic offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of our business.  

Will Writing and Trusts are not regulated by the Financial Conduct Authority.

At Just Us we recognise the challenge of dealing with financial institutions is a necessity of 21st Century life. We provide the human touch that makes the difference.

PENSIONS – CONSOLIDATE & ACCUMULATE

New clients with numerous pension arrangements feel overwhelmed by the retirement planning process. Typically becoming interested in the age 35-45 bracket we help our clients through a process to ensure they are prepared later in life.

PENSIONS - MAXIMISING YOUR BENEFITS

Pensions remain a highly effective and tax efficient method of retirement planning. For high earners, there are plenty of opportunities to fund pensions.

PENSIONS - CHOICE FREEDOM DECISIONS

The government wants you to have greater freedom in the way you spend your pension fund. There has been plenty of talk in the financial media about retirement freedom and how everyone can spend their pension fund, and there are many options to help you spend your fund as you see fit.

INVESTMENTS

We provide comprehensive and as needed creative investment advice to individuals. We excel at analysing your existing portfolio, assessing how this can best be optimised, restructured or better managed – often in a more tax efficient or cost effective manner.

WILLS | TRUSTS

Looking after are loved ones after we’re gone is a natural concern for most families. Thinking about what happens after you’re no longer around is never a pleasant discussion, but so often it gets left to the back-burner because we lead busy lives.