December 2011
Pensions update
Implications of the Chancellor's Autumn 2011 Statement
MoreRules of investment - N.o. 2
20th June 2010
Ask yourself some questions.
There are a number of questions you need to know the answer to before you start making any financial decision. These include: What are your core values and where do you want to be? What can you sacrifice? What do you need to protect?
What liabilities do you have – and who relies on you for their income or wellbeing? What would you leave behind if something happened? What risks are your realistically willing and able to take with your money? Do you need income from a financial plan or just growth for the future? And how long can you keep your money invested before you will need it?
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.