Financial Advice Services
I offer a free no obligation quote for all my consultations. Have you had your pensions and investments reviewed recently? Have you a number of Pensions that you have not looked at?
In the last few years the freedom and choice in pensions has been opened up and allows a lot more flexibility. It means anyone aged 55 and over can take the whole amount as a lump sum, paying no tax on the first 25% and the rest taxed as if it were a salary at their income tax rate.
If you would like to find out more about how I can help you, please get in contact.
Savings & Investments
Investments
- Investing for growth
- ISAs
- Investment trusts
- Ethical Investments
- Socially Responsible Investments
- Unit Trusts
Savings
- Regular savings
- Lump Sum
- Savings for Children
- School fees planning
Pensions & Retirement
- Pension review
- Pension Transfer
- Sipps
- Pension Drawdown
- Auto enrolment
- Annuity purchase
Life Insurance
- Life Insurance
- Critical Illness
- Accident & Sickness
- Income protection insurance
- Health insurance