Allen Dixon

site coordinator at Step By Step Financial Services Ltd - Birmingham, England, United Kingdom

Allen Dixon's Contact Details
HQ
Location
Allentown,Pennsylvania,United States
Company
Step By Step Financial Services Ltd
Allen Dixon's Company Details

Step By Step Financial Services Ltd

Birmingham, England, United Kingdom • 3 Employees
Financial Services

Full range of Financial Services including:-Investment Planning including Investment Portfolio's for a wide range of client's including 'high net worth', 'ultra high net worth' and retired client's.Pension/Retirement Planning & At Retirement Advice including setting up of SIPP's, SSAS's, Personal Pensions & Stakeholder Pensions.At Retirement including Drawdown & Unsecured Pensions (USP).Inheritance Tax Planning (IHT)/Avoidance - assisting clients in the area of Inheritance Tax to help them plan for their Estate to avoid the payment of this unnecessary tax (which is 40% of your estate including your house/property).Placing Life Policies into Trust for the avoidance of IHT, Probate Issues and to ensure the proceeds are paid to the Intended Beneficiaries.Life Assurance, Critical Illness, Income Protection - Family Financial Planning.Business Protection including Key Person, Shareholder/Director Protection, Loan/Liability Protection.

Details about Step By Step Financial Services Ltd
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Allen Dixon currently works for Step By Step Financial Services Ltd.
Allen Dixon's role at Step By Step Financial Services Ltd is site coordinator.
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Allen Dixon works in the Financial Services industry.
Allen Dixon's colleagues at Step By Step Financial Services Ltd are Hildah Thembisile, Steve Gallacher and others.
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