We at Torpoint have been dealing with Jason Bleanch for over 7 years and have found him to be very professional, helpful and responsive. We have always taken his advice and have found the advice to be in our best interest. He is very good at offering products to suit our needs and our risk profile.
Tom Mannion has been advising my parents for over 10 years, through complications of investment and IHT planning. More recently I have become involved as attorney for Mum & Dad and Tom has been a first class support, especially now that we need to manage funds for old age health care. He could not be more helpful or professional - much appreciated.
Tom Mannion has been advising my parents for over 10 years, through complications of investment and IHT planning. More recently I have become involved as attorney for Mum & Dad and Tom has been a first class support, especially now that we need to manage funds for old age health care. He could not be more helpful or professional - much appreciated.
Services
Wealth Aspirations has over 60 years of experience in advising on Pensions, Investments, Mortgages, Life Insurance, Critical Illness Cover and Income Protection between us. We offer comprehensive advice on Inheritance Tax, Capital Gains Tax (CGT), Venture Capital Trusts (VCT's) and Enterprise Investment Schemes (EIS and SEIS).
When we meet you we will ask a series of questions to take a snapshot of your current financial position and identify your objectives and goals. Our Independent status drives our research; we use technology such as Selectapension, Trigold and Defaqto to research the Whole Market to find the best solution for you.
We are currently looking to have another adviser join the firm and would love to hear from other experienced advisers with their own client bank. Our offices in Otley can accommodate new advisers or in most instances we are happy for you to be based from home. We provide a highly flexible work environment and are happy to nurture the right people to join us.
Historic low interest rates have really proven problematic for cash savers over recent years. We have used strategies with our clients to help diversify their income streams through things like stocks and shares ISA's and dividend paying shares. Flexi-access drawdown has been the largest change to the financial landscape for many retirees.
Working out how much you need is a complex area of planning which is driven by how much you expect your retirement expenditure to be and how much state pension and other savings and income streams your spouse or partner might have. Much of this answer will come down to your tax position now, your expected tax position in retirement and how much return you expect from investing in any of these assets.
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