Roxboro
You can be assured of a friendly welcome and straight forward guidance from very experienced specialists in retirement planning and investment. We will take the time to understand what you want to do with your money and will explain your options clearly in easily understood terms.
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Sorting Out Your Pensions
Do you know whether your pensions will be enough to support you when you retire?
We can help you create a financial plan and work out if your pensions and other savings are going to be enough to support you when you stop work.
Are your current pensions doing well?
We can look at your current pensions and let you know if they are doing OK or need to be reviewed
Am I Making The Right Choices At Retirement?
Do you understand the options available to you when you decide to draw your pension?
We can help you understand the different options such as an annuity and Flexible Drawdown and make the right choices for you.
Are My Investments And Pension Ethical?
Many people are committed to a more ethical and sustainable world and would like to encourage practices to protect our environment and promote greater fairness. However, many of these same people would be shocked to find that their pensions and other investments invest in businesses that fail basic environmental, social and governance (ESG) standards.
We can assist you to create a portfolio to achieve your financial objectives whilst ensuring that your ESG concerns are met and you can rest easy at night.
Am I Making The Most Of My Investments?
What do you want from your savings and investments?
We all want our savings to grow as inflation will erode the value of wealth over time. Clearly, you want to get your money working but where do you start?
Some people are looking to grow their wealth whilst creating income or growing the capital may be a priority for others. We can help you create an investment strategy that satisfies these aims and can also address any concerns that you may have regarding ethical issues or Inheritance Tax.
Creating a good investment portfolio is about much more than growing a pot of money. It requires balancing the potential for investment growth with keeping your money secure.
Tax can have a big effect on how well your portfolio does. We can help you decide upon the correct mix of ISAs, pensions and other investments to maximise tax savings.
