Jan 31, 2018 | Retirement Planning, Video
Pension options for the self-employed Although quitting your job and going it alone can be an exciting time, one of the major downsides is loss of pension contributions from your employer and therefore in this video Chartered Financial Planner Carl Roberts explains...
Jan 29, 2018 | Blog, Retirement Planning
Whether you’re young or old, close to retirement or far away, planning for it should start as early as possible because this will give you the greatest chance of achieving the lifestyle you desire. I work with lots of people in their 40s and 50s who come to me because...
Jan 26, 2018 | Blog, Retirement Planning
Understanding your pension fees and charges is crucial when it comes to getting the most out of your savings. One thing is certain, you can’t control the investment market returns but you can control costs. Especially when it comes to defined contribution or money...
Jan 24, 2018 | Retirement Planning, Video
Claiming tax back on your pension contributions Did you know that if you’re a higher rate tax payer (earning more than £45,000) you should be claiming tax back on your pension contributions? Don’t miss out on the chance to get money back in your pocket, Chartered...
Jan 22, 2018 | Blog, Financial Planning
Setting yourself a budget and managing it is one of the most fundamental principles of good financial planning. Legendary investor Warren Buffett is famous for saying, “Do not save what is left after spending, but spend what is left after saving.” Putting money aside...
