If you want to enjoy some of the finer things in life in your later years, you must act to make it happen. How often do you look at your savings and investments and think 'I should do something with them'? We advise on a broad range of financial matters, specialising in pensions, investments, and pre and post retirement planning. Our clients are builders, engineers, graphic designers, pensioners - not fat cats and millionaires. Let us explain the new rules for you.
Services
We offer the same professional service to all our clients, although we recognise that each person has different needs. As we go through life, our priorities constantly change. Remember, our advice will be based on what you tell us about your hopes and plans for the future. We have always specialised in advice on pensions and retirement planning.
On most financial products (excepting life assurance, critical illness and income protection policies) commission has been abolished. What this means is that the level of payment is agreed between the adviser and the client rather than being dictated by the product provider. How this works in practice is that after our free initial meeting, I will quote you a fixed fee for providing written advice in the form of a report.
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I was often asked "do people still bother with pensions?" Mis-selling scandals, the Robert Maxwell pension fraud and unrealistic pension projections had put people off the idea of a private pension. Even company pensions were regarded with suspicion. Gradually, confidence has returned - partly helped by various protective measures provided by regulation.
Returns on cash savings are extremely low and not showing any signs of increasing. Cash is safe, and good for covering short-term needs - but how much cash do you really need on easy access? If inflation starts to rise, your cash saivngs will have their purchaing power reduced. Could you afford to put some of your savings into something other than cash, to give them more chance to grow?
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