Our Financial Services
What we do is simple, we design a framework to help individuals and business owners to plan, build and enjoy their wealth so they end up getting more out of life!
Our service always aims to provide a comprehensive solution, not one a one-off solution. Take Inheritance Tax Planning, for example.
This is an important aspect, but it is just that, an aspect.
View our video that explains how we approach this, as the real trick is to focus on your legacy and Estate Planning, not just on Inheritance Tax.
Different ways to manage your wealth?
You will find different approaches depending on the type of service and advice proposition, we think these can be described as:
Lifestyle & Legacy Wealth Planner
Provides a values-based overview of goals and objectives for your lifestyle and the legacy that may be left for your dependents and creates a framework of strategies to protect assets from outside threats and unexpected situations.
This all works to maximise wealth and the value for intended recipients. Once this has been done, it is often (but not always) followed by the provision of financial plans.
Financial Planner
Provider of comprehensive financial plans that take into account your entire circumstances and financial situation – including thorough analysis of all assets, current and future income and expenditure requirements in order to properly plan for and achieve your goals.
This has the aim of providing for and protecting your desired lifestyle throughout life.
Financial Adviser
A provider of financial advice seeking to solve a particular need or problem you may have. This can involve extensive research, technical expertise, and specialist knowledge.
Advice focuses on suitability, recommendation and/or management of suitable products, investment or tax advice and implementation thereof.
How we work with clients
It is our aim to embrace the best parts of each of these different approaches. Our starting position is to understand you your goals and lifestyle wishes first, and to do this through the Return on Life method.
Legal Notice – Please Read - Blazer @ Bond represents the bespoke services of P Coussey who was the 2016-1018 chairman of the Personal Finance Society (Kent) and is a Chartered Financial Planner. P Coussey is the Deputy President of The Insurance Institute of Royal Tunbridge Wells
Blazer Financial Solution Partners Ltd
