Reduce Charges It pays to shop around, just like your do for home insurance, mobile phones and fuel; but most people forget to do the same for their pensions investments and life insurance. We are independent financial advisers, so can source the best deals from the market. We have saved our clients continually paying expensive charges and in some cases saved them from paying fees that they were completely unaware of, or even for a service they no longer receive.
We all want to look forward to a happy, healthy and enjoyable retirement. Here are some pointers to help you with your retirement planning.
The Top 3 Emotional BENEFITS of having an Independent Financial Adviser Feeling more CONFIDENT in my financial plans. Feeling of CONTROL in my finances. PEACE of mind.
Did you know you could be £47K better off after 10 years with Financial Advice?. In general customers who took financial advice saw a £31K uplift in their pension wealth and a £16K increase to other financial assets. “Source: What it’s worth – revisiting the value of financial advice, December 2019”
Capital Gains Tax is charged on the profits made when you sell certain assets such as the sale of shares and property. Here are some of the main ways you can reduce your Capital Gains Tax bill.
This is a good question and if you have built up several different pension pots over the course of your working life, then it could be worth bringing them all together in one place. Let’s look closely at the possible Advantages and Disadvantages.
We are delighted with our new fascia sign outside our office in Drayton. The new Iceni Financial Advisers logo really stands out against our newly painted office.
The outbreak of Covid-19 has played havoc with the stock market and has meant we are seeing rock bottom interest rates which means you will need to look at your choices very closely.