When it comes to ISA’s, you deserve an adviser who takes all those factors into account – and has the knowledge, the expertise and the experience to find the most appropriate investment ISA for your circumstances.
Your answer will depend on many things. Your own particular circumstances. Your feelings about acceptable risk, your age, your family commitments and the state of the financial market at the time you ask.
You might be surprised to discover just how much is in your pension pot – and to learn the benefits you can gain from amalgamating old schemes, making new contributions, and generally ‘freshening up’ your pension planning.
At Retirement Planning
Reached retirement? You may be surprised to know that you can ‘shop around’ to get a better level of income from your pension monies.
There are many plans available to eliminate or reduce inheritance tax and Thompson Financial Consulting Ltd can help you through the complexities – ensuring the most appropriate advice for your circumstances.
What happens if something goes wrong? Insurance protection isn’t something you enjoy thinking about, but – like the fire alarm – it’s something you need to have, even if you hope never to use it.