Retirement Income

If you’re retired you’ll know only too well that savings accounts are still producing a lower level of income than we’ve all become accustomed to. This being the case, now could be a good time for you to have a financial health check up to see whether your money could work a little harder. Or maybe even a lot harder!

One of our experienced financial planners will review your financial situation with you, and your attitude to risk. Only once we have thoroughly explored the options available we will offer advice on how to make the most of your savings and investments. Amongst the investment products we can advise on are:

  • Investment bonds
  • ISAs
  • Unit trusts
  • Annuities

Naturally our advice is without any obligation and we won’t put you under any pressure to buy any financial product from us. But you can be sure that our advice is professional, carefully considered and appropriate for your circumstances.

The value of investments can fall as well as rise and you may get back less than you invested.

Investments

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Inheritance Tax Planning

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Tip

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Pensions

Don’t leave it too late to start saving for your retirement. The sooner you start, the more time you have to build up your pension pot.

Buy to let & commercial mortgages are not regulated by the Financial Services Authority. Your home may be repossessed if you do not keep up repayments on your mortgage. A booking fee of £95 is payable on application for a mortgage. A fee of between 0-2% may be payable only on completion of a loan. Typically this will be £495.