Pension Planning
Do you have multiple pensions from previous employers?
Our pension planning services include:
- Pension Review – We carry out a review of your current pensions to determine whether they are expensive; invested according to a level of risk you are comfortable with; and whether it’s worth putting them altogether in one, new, simple pot.
- Defined Benefit Pension – Assessment and advice to help you decide whether it’s right for you to transfer your defined benefit pension into a personal pension.
- Pension Investment Strategy – Making sure your pension is invested in the right areas to achieve the returns you need. This could include investing in the stock markets, but also commercial property or even your own business!
Services Overview
Something for every stage in your life… because financial planning is for life, not just for retirement!
Financial Planning
Retirement Planning
Business Planning
Pension Planning
Protection Planning
NHS Pensions
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Market Commentary – March 2020
The Coronavirus has impacted everything. Our health, our jobs and even our lifestyles. The impact on the global economy has been huge with a large chunk of it shut down. Global stock markets have naturally suffered heavy falls not seen since the global financial...
Investing Is Never Perfect
As I’ve said in many previous articles, trying to time the market is impossible, which is why investing is never perfect. In an ideal world you want to buy shares or units at the lowest possible price and then sell them at their highest price meaning you make the...
Testing Times – Part Two
As the situation intensifies with regards to the Coronavirus I thought it right to provide a further update on how stock markets are reacting, what’s happening to your investment portfolios and how we should react. A reminder of what the stock market is The stock...
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