Financial Services

Being a part of planning for the financial future of clients is a huge honour and a responsibility that we do not take lightly. This is why we get to know you and what is important.

Lotus Benefit Consultants Limited specialise in retirement planning, investments, estate and tax planning. We are also able to advise and provide solutions to a wide range of personal and corporate financial areas.

Areas of Advice

We offer for you an all-round financial planning and advisory service, but we are able to offer you specialist advice in the following areas:

• Wealth Management
• Pensions & Retirement
• Pension Transfer Specialists
• Investments
• Ethical Investing
• Family Protection
• Later Life Advice
• Long Term Care
• Mortgages
• Equity Release
• Business Advice
• Wills and Trusts
• Tax Planning

To talk to us about any aspect of your finances, make an appointment with Lotus Benefit Consultants Limited today.

Tax Planning is not regulated by the Financial Conduct Authority