WRITTEN BY KIRSTY TELLING 09TH SEPTEMBER 2020 If you are nearing retirement, you may have been particularly worried about the impact of recent market volatility on your pension assets and perhaps you are reassessing your retirement plans. There are several things to consider if you are planning to retire, which will depend very much on […]
Reviewing your Pension contributions
As you approach retirement, you probably want to know when you can afford to stop working. Having worked hard throughout your career you deserve to enjoy your retirement without having to worry about your finances. It may be worth reviewing your pension contributions to make sure you are taking advantage of the incentives offered by […]
Take control of your investments
Getting a clear, concise view of your investment portfolio can be difficult and time-consuming. That’s why we use a secure, online system known as a platform. A platform gives you secure, online access to your investment funds with a transparent, easy -to-understand charging structure. So rather than holding your ISAs, pensions and other investments in […]
The Value of Financial Advice: Infographic
Data from a large survey of individuals and households has discovered that those who received financial advice subsequently ended up with, on average, £13,424 more in financial assets and £27,657 more in pension wealth than those who didn’t receive advice. If we add up financial assets and pension wealth, we can quantify the value of […]
How we work with you – Infographic
If you would like to book an appointment with one of our Financial Planners, Contact us online or call 01480 35700.