Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Category: Growing your pension

Why Review Your Plans?

When I review financial plans for my clients, I generally have three clear objectives.

  1. Saving them money
  2. Improving benefits
  3. Ensuring that the plan remains appropriate

Saving money requires no explanation, but is obviously always well received.

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Using Your Personal Allowances

I often meet married couples where the pension plans are all in the husband’s name. For many this is the traditional way for retirement planning. However, they could be missing out on a simple piece of tax planning.

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An Employers Obligation

Employers are often confused about their obligations when it comes to providing a pension scheme for their staff.

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Passive vs Active Fund Management

Proponents of passive funds argue that that most fund managers underperform the index. Their seemingly logical conclusion is that a fund that simply tracks the index is a good way to invest and offers equity returns at low cost.

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Blog Categories

Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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Barry was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner.  I have found his advice sound and his continued care and concern to be knowledgeable and applicable.

Mrs Ann Greenwood

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