Whether investing for income, capital growth or for another specific goal, Innovate will help you build and maintain an appropriate strategy to meet your financial objectives.

Whether saving for retirement, taking your income at retirement or considering ways to pass on your wealth beyond retirement, the available options are greater than ever before. The days of making a once in a lifetime decision are long gone and careful consideration must now be given to all stages leading up to retirement, at retirement and when passing unused pension funds to chosen beneficiaries. Innovate can guide you along the journey.

Protecting those who are financially dependent on us is possibly the most important area of financial planning. Much can be done to cushion the effect of 'unforeseen circumstances' and Innovate will work with you to build a strategy to ensure that appropriate provision is in place..

Virtually all of us would want to ensure that our Estate passes to our chosen beneficiaries in the most straight forward and tax efficient manner.

The UK's Inheritance Tax rules however are complex; Innovate will help you find a practical, workable and flexible solution.

• www.moneyadviceservice.org.uk
  www.fsa.gov.uk/register/home.do
  www.pensionwise.gov.uk

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  Client Agreement (PDF document)

• Client Agreement Fee Chart (PDF document)



• Key Facts, About Our Services (PDF document)
• Our Latest Newsletter (PDF document)

21 Coggeshall Road, Braintree, Essex, CM7 9DB.

Office Hours: Monday to Friday 09:00 to 17:00 (closed lunchtime 12:30 to 13:30)

Phone: 01621 854402
Email: info@innovatefs.co.uk

Map/directions: click here

Innovate Financial Solutions Ltd offers guidance on an extensive range of regulated products and provides its clients with a broad spectrum of advice from a team of qualified, experienced practitioners.

All recommendations are based on a thorough investigation of our clients circumstances and objectives with the resulting advice and recommendations prepared by a specialist in the appropriate field

Innovate Financial Solutions Ltd provides tailored financial advice to both personal and corporate clients.

Innovate Financial Solutions Ltd is not a ‘tied agent’ and offers advice and solutions on a whole of market basis. We offer a range of payment options including fixed fee or hourly rate terms.

Meetings are held at a time and place convenient to the client