Independent Wealth Management

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Tag: Odiham

What is your tolerance to risk?

If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?

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Important News About Your Pension

It is important to ensure that pension arrangements are reviewed periodically. Changes in product design and legislation have had a dramatic effect on the options available for pension policyholders.

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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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Save Now or Borrow Later

I’m sure we all recognise the obvious need to save money. It’s clearly preferable to make purchases from your own money rather than from borrowed money, especially when the significant cost of loans is understood.

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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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ISAs for Retirement Planning

Most of us know that ISAs are an excellent and tax efficient way of accumulating wealth. During retirement, ISAs are also very useful for providing a tax efficient income to supplement your pension income.  Approaching retirement, growth funds can be switched to income yielding funds, which could also be lower risk funds.  Your accumulated ISA […]

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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 is friendly and informative. He knew a lot about the products that he deals with.

Linda Ashworth

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