Pension & Investments Advice
We offer Independent Financial Advice on Pensions, Drawdown, ISA's, Nisa's and Investments to help you save for the future in North Yorkshire/Co Durham and Cleveland
A professionally balanced investment fund will not have to rely on the performance of a single type of investment class or a single investment company. Also it is very important that any investment should be seen as over the medium to long term. For example over 5 years plus period.
Your attitude to risk is also of very high importance along with taxation.
Each investment should be unique to each individual. Before considering investing you should have at least 3 months of your regular outgoing saved in an account that allows instant access. However again this depends on your individual circumstances and some investors prefer to have a larger emergency fund.
If possible all tax shelters should be used such as the New Individual Savings Account (NISA’S) if they are an investment suitable for the investor.
As Independent Financial Advisers we can:
- Assess your attitude to risk.
- Advice on a suitable investment.
- Advice of Pension Funds.
- Up to Date Valuations.
- Suitability of Investment.
We have qualified consultant’s who can advise you on all your Investments, Pension and Savings. Whether it is a lump sum or a regular payment.
Contact Chris Johnson DipFA or Ed Randall for further details on 01642659500
THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION. THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
We offer advice on investment and retirement planning in Yarm,York,Harrogate NorthYorkshire,Cleveland,Middlesbrough,Darlington,Stockton on Tees,Northallerton,Redcar and surrounding areas.