December 2011
Pensions update
Implications of the Chancellor's Autumn 2011 Statement
MoreRules of investment - N.o. 7
11th July 2010
Review your portfolio regularly.
When you first invest, you take time to consider your position and set up a properly diversified portfolio to meet both your risk profile and objectives. The idea is you can then sit back and give it the time it needs to grow.
This is indeed the whole point of planning. However, over time, your needs and circumstances can change - and the markets can also change. Therefore, rather than forget your portfolio completely, give it the odd check up so that tweaks can be made. A review every two or three years should be enough to keep it on track.
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.