Managing your money:
Investments & Retirement Planning
You want to achieve more from your savings and investments, whilst paying as little tax as possible. You also want guidance on taking the right financial decisions now, to make sure that your pension provides the best possible income for your retirement.
We can help with...
You want to choose when and how you retire: not so early that your funds run out and you have to get another job. Not so late that you leave a massive pot that could have been enjoyed, creating an inheritance tax problem for your family.
Retirement planning has two stages. The first is preparing and planning for retirement income, which many refer to as “saving into a pension”. The second phase is making the most of the available income when you have retired.
We will take the time to fully understand your retirement plans so that our advice completely fits with your goals, aims, and desires. Our specialist team is then focused on helping you to get the best out of your investment and creating tax efficient income for you in retirement.
You will also be covered by our service commitment, ensuring you know how much you have invested, how that investment is performing, and providing you with pragmatic guidance on how the lifestyle of your choice can be maintained.
It takes a lot of time and commitment to build your wealth and you want to protect it for the future, for the benefit of you and your family, regardless of how big or small your savings are.
We are committed to understanding your financial aims and goals, how you feel about risk and how accessible you need your money to be. We can then ensure that we help guide your investment into the appropriate place or places, with the appropriate level of risk for you … and in the most tax efficient way.
Being independent allows us to go to the whole market, backed by the most professional research team we could muster, to be able to offer you the best opportunity to achieve your goals.
Our regular, clearly written investment updates will make sure you know exactly what is happening with your money and how it is working for your future.
Financial Planning Service
Whether you are looking for long term support, or are considering a one off financial transaction and would like a professional to help you through the process, our qualified advisers and experienced support team are here to help. We may even be able to simplify the process and make it easier for you.
If you are looking for life assurance or critical illness cover, right through to complex business “wills”, we have the experience in our team to deliver the right product, at the right price, ready to protect you and your family.
Please contact the team if you believe we can be of assistance.
What our clients like about us:
Personal approach of all staff. Knowledge within specialised fields. Attention to detail in administrationMr P. Veal, Southampton
What our clients like about us:
Friendly and a confident understanding of the markets.Mr Patrick, Southampton
Or call 023 8089 2111 for some advice
Much of the guidance and advice given by our advisers is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. We are not regulated to provide such advice or guidance to anyone not based in the UK. Please note that past performance of investments is not necessarily indicative of future performance and that the value of investments may fall as well as rise.