I was made to feel extremely comfortable and confident in the work they do on my behalf. They have a great understanding of what I need and how to implement what is best for my needs. Mantle have been advising me on my financial planning for over 10 years & I find them very professional & trustworthy.
The return on Premium Bonds has never been lower - is it finally time to ditch our favourite lottery? We are all privileged to have brought our financial planning expertise to Whitton & invite you to visit us for a FREE Financial MOT.
The return on Premium Bonds has never been lower - is it finally time to ditch our favourite lottery? We are all privileged to have brought our financial planning expertise to Whitton & invite you to visit us for a FREE Financial MOT.
Services
The new title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005 and is a mark of distinction in the financial planning sector. Our own Colin Caulfield was one of the first 300 in the country to be awarded this prestigious title. This is the industry's gold standard for firms of financial planners.
Get the answers to these questions and take complete control over your future finances. At this free initial meeting at our office we will be able to provide verbal advice on your existing financial affairs and point you in the right direction. Further advice and a written report can be prepared subject signing our Terms of Business.
Asset Management provides investors with the potential to achieve the return they require within the risk tolerance they are prepared to accept. Asset Management is proven* to have the largest affect on the variability of investment returns. It is more important than Market Timing or Stock/Fund Selection.
Tax Planning and Financial Planning go hand-in-hand. There's no point in putting a wonderful investment solution in place if you have to pay silly amounts of tax. Our solutions will always consider tax implications - either if you are selling an asset, or for the proposed investment. If tax advice is an integral part of your financial planning report, the cost will be incorporated within this.
Your retirement should be something to look forward to - a chance to take up new hobbies, spend more time with family or friends or travel the world - not to worry about how to make ends meet. Pensions plans are simply saving plans with tax advantages, and are still the most efficient way to provide a regular income in retirement.
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