David Colman

Member Category Financial Advisor
Company Carnegie Asset Management
Website https://www.ifswmltd.co.uk/
Email d.colman@camltd.uk
Landline 08448730560
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We offer a comprehensive financial planning service for all your investment and protection needs.

Pension Planning:

When do you want to retire and how much income will you need?

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Life Assurance

How much cash would your family need to maintain their current lifestyle if you die prematurely?

Income Protection

Would you require a regular income or a cash sum if you suffered a serious illness or disability?

Investments/Regular Savings

Are you making the best use of any spare capital or surplus income?
The value of pension and investments can fall as well as rise. You may get back less than you invested.

Mortgages

Do you want to reduce your current mortgage outlay or are you moving home? Your home may be repossessed if you do not keep up repayments on your mortgage.

Business Protection

How would your Business survive should you lose one of your key employees due to sickness, death or disability?

What happens to the shares in your Business should a shareholder die?

Do you provide tax efficient death in service for your employees?

Carnegie Asset Management