Wilfred T Fry (Personal Fin Plan)

Our Services
The Fry Group provides tax-led financial advice in the UK and overseas. We build strong, long-term
relationships with our clients based upon trust and transparency. We are proud of what we do and we are proud of the way we do it.

Finances are personal and you will have your own priorities and aspirations. You may want assurance that your investments are working hard and you are not paying any more tax than you should. You may want reassurance that your family will be properly provided for in the future.

Whatever your priorities and aspirations, you need a team of experts who understand your personal situation and can suggest the right course of action.

Tax
Tax, and paying no more tax than you should, is a key consideration for all of us. There are various options for reducing your UK tax burden and the skill is in knowing when and how to use the various allowances available – something which our teams are well versed in.

Wealth
Having worked hard for your capital, it makes sense to protect it as best as you can. Over the years we have helped thousands of individuals make the right decisions when it comes to preserving their capital and maintaining a desired standard of living throughout the retirement years.

Estates
Emotions can run high when considering and planning your estate and there is a fine line between worrying about doing the right thing and finding peace of mind. We can help you do both by setting up a tax-efficient UK Will, properly structuring trusts and estates and putting into place any documentation needed to ensure that your wishes will be properly fulfilled throughout your life and beyond.

Wealth Planning Advice and Support
Your circumstances are unique but, having built wealth, many of us have similar aims:

to maintain the value of that capital
provide sufficient regular income on which to live
minimise tax
ensure any planning can be adapted to suit changing needs, whether over the mid or long term
Having worked hard for your capital, it makes sense to preserve it as best you can. Achieving this requires a well thought through financial plan. Your Fry adviser will work with you to evaluate your investment and asset plans and maximise the value of your savings with the aim of delivering you the returns you need.

Wilfred T Fry (PFP) Limited is an independent financial adviser and, coupled with our UK Financial Planning team’s Chartered status, is committed to the highest professional standards in all of our dealings with you.

Recent increased freedom for drawing pensions and the challenging economy both play roles in your future plans. Our specialist team will help you make sense of existing pension arrangements and explore the most suitable and effective options for you for drawing income now and in the future.

It is surely a great accolade to science and technology that we are all living longer. However, it can present a feeling of uncertainty for the future. Planning ahead is key to ensure that all the necessary financial and personal steps are in place so that long-term care options can be considered sensibly and brought into play when required.

One topic about which few differ their opinion is that of Inheritance Tax. Our combination of tax, financial and estate planning expertise lends itself to helping to make the difference in how assets are structured and how and when it may be appropriate to pass on wealth.

Website: www.thefrygroup.co.uk
Address: Crescent House, Crescent Road, Worthing, West Sussex BN11 1RN (Use BN11 1RL for Sat-Nav )
Phone: +44 (0)1903 231545
Email: worthing@thefrygroup.co.uk

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