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Plan your retirement with Catterall Keating Financial Planning


Auto Enrolment · Group Personal Pensions · Options in Retirement · Pensions & Divorce · Personal Pensions · SIPP (Self Invested Personal Pensions) · SSAS (Small Self-Administered Scheme) · Stakeholder Pensions

Protect your income with Catterall Keating Financial Planning


Business Protection (Shareholder & Keyman Cover) · Critical Illness Cover · Death in Service · Decreasing Term Assurance (Reducing Life Cover) · Mortgage Protection · Permanent Health Insurance (Income Protection) · Private Medical Insurance · Relevant Life Insurance · Term Assurance (Life Cover) · Whole of Life Plans

Savings & Investments - Catterall Keating Financial Planning

Savings & Investments

ISAs (Individual Savings Account) · Investment Bonds · JISAs (Junior Individual Savings Account) · OEIC (Open Ended Investment Company) · Regular Saving Plans & Unit Trusts

Estate Planning with Catterall Keating Financial Planning

Estate Planning

IHT (Calculations and Planning) · Trusts · Will Referrals

For more information on our financial planning services