Independent Wealth Management

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Tag: Prudential

PruFund – Risk Managed Funds

When choosing how to invest your money, the choices are huge. There are literally thousands of funds available to you, investing in different geographical areas and asset types.

Many people I meet require a managed fund. They want the security of knowing that an’ expert’ is looking after their money and making all the day to day decisions. Managed funds have been around for many years. Increasingly, these days they tend to be risk rated, enabling an investor to be matched with a suitable fund. In recent years, there has been much innovation in this area. A good example of this is the Prudential’s PruFund, which was launched on 25th November 2004.

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A Bleak Future

Against a background of political wrangling about pension reform, a growing number of UK individuals face an uncertain – and uncomfortable – retirement.

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Pensions

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

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When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.

Mr K.T.