December 2011
Pensions update
Implications of the Chancellor's Autumn 2011 Statement
MoreRules of investment - N.o. 1
8th June 2010
Be honest with yourself.
The right products and investments can make a world of difference to your financial situation – but a portfolio of unsuitable products can at the very least, be expensive - and at worst, could be disastrous.
Therefore, before you embark on any financial strategy, take some time to really consider who you are and what your circumstances are. If you want to achieve long-term financial success, it is very important to be realistic and make sure you are setting your objectives and taking risks (or not taking risks) which are in keeping with your situation.
To speak to an IFA about your investment strategy, please use the contact details below.
Contact Details: Richard Eastwood
.(JavaScript must be enabled to view this email address)
0161 785 3500
December 2011
Pensions: Thinking of transferring your pension?
Whether you are looking for better fund performance and lower charges, or have changed jobs or been made redundant, it is important you first take expert advice.
MoreNovember 2011
New kid on the block: Junior ISAs
If you are a parent of an eligible child, you can now open a Junior ISA. If you are grandparent, relative or family friend you’ll be able to contribute.
MoreOctober 2011
Shareholder Protection
Life Insurance for Shareholder and Partnership Protection, plus FREE legal amendments to your existing Agreements, worth up to £1,500.
September 2011
Free financial review
A free consultation is available now. The first meeting at our offices is always without charge. One of our professional Independent Financial Advisers (IFAs) will advise you on the best savings, investments, retirement plan and future planning to deliver the lifestyle you desire now and in the future.
September 2011
A Guide to Diversification
Start on the road to building an investment portfolio with this free guide for you to download.