enquiries@aetca.co.uk

01535 272632

Mon - Fri: 9:00 - 17:00

Our Services

At AETC Associates we provide individuals with advice on practical and relevant solutions to help you as an individual or family to meet your financial objectives no matter how large or small, if you dont see the service you need please do get in touch.

Retirement Planning

When thinking about retirement planning it can feel quite intimidating, you may feel quite lost and not up to date on all the options available to you. It is important to go through the assortment of retirement options in understandable terms, so you can choose a plan that caters to your individual needs.

Savings & Investments

Having the freedom to work across all providers, we have the ability give unbiased advice regarding your income and any subsequent capital you may have. This gives you a range of options suited to your financial goals, making you confident in your investment and the protection of it.
We also provide and Annual Review Service, that consists of a one to one meeting with your adviser to review your current investments with us and your options going forward should you choose to make any changes.

Protection

Protecting you and your family for the future.
Our Advisers can clarify your understanding on all types of cover available to you; for individual or joint protection, the amount you wish to be covered for and for how long you wish to be covered and specifically catered to your circumstances and future needs. Our advisers are able to find the most competitive deal for you, across all provider networks.

Mortgages

We are certified mortgage brokers in addition to being able to help with your financial planning needs. As independent financial advisors we are free to access all mortgage providers to find the most competitive interest rate for you. Our advisors can talk you though the different types of mortgages available to you and which mortgage would be best suited to your circumstances.
If you have any mortgage queries you would like to discuss please get in touch, our advisors would be happy to help you find the most suitable option for you.

Inheritance Tax Planning

Our advisors can explain in detail the different types of taxation that may apply to you, including income tax, inheritance tax & capital gains which are all to be considered when planning your financial future. You may also need to discuss any life assurance policies you may have or need, written in trust to provide the funds to your executors to pay your Inheritance Tax bill after your death. Only after this is paid can any of your estate be distributed. We consider this a crucial stage of your financial planning for you & your family’s future which we can help you get in order.

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AETC Associates (2017) Ltd trading as AETC Associates is an appointed representative of The On-Line Partnership Ltd which is authorised and regulated by the Financial Conduct Authority.
Company no. 10127273 registered in England. Registered address 106 Main Street, Wilsden, West Yorkshire, England, BD15 0AB
AETC Associates (2017) Ltd trading as AETC Assocaites is registered on the Financial Services Register https://register.fcs.org.uk/ under reference 802913
If you wish to register a complaint please email adam.cook@aetca.co.uk.