Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you'll support it. Wood Craven Perkins has been providing a broad range of financial advice since 1986, although we can trace our roots back still further.
Formerly Ingham Badger Life and Pensions, and incorporating Bryan Perkins Insurance, we have some clients who have been with us for over 30 years. The current owner and Independent Financial Adviser is David Perkins. David has over 30 years experience in the industry, dealing with all aspects of personal and corporate finance.
Formerly Ingham Badger Life and Pensions, and incorporating Bryan Perkins Insurance, we have some clients who have been with us for over 30 years. The current owner and Independent Financial Adviser is David Perkins. David has over 30 years experience in the industry, dealing with all aspects of personal and corporate finance.
Services
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
We offer an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.
On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. After the initial consultation we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
It is never too early to begin to consider retirement planning. However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important. The choices you make at this time will affect your lifestyle, so you need to make sure they are right. Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum.
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