Investments & Pensions

There has never been a more important time to take control of your finances and start planning for your future. Often the first step is to understand the benefits and assets you have already have in place, and ensure they are working hard for you.

 

These days, income in retirement is often made up of many different types of investment. Property, savings, business interests - as well as your current or “preserved” pensions for example. Nothing should be overlooked.

 

Let us help you understand and make intelligent use of the benefits and assets you already have in place, while looking at ways to address any gaps.

 

 

Pension Freedom

 

Big changes to pensions were introduced in April 2015, meaning that more choice is available nowadays when considering drawing benefits from retirement pensions. But with greater choice comes greater complexity so we offer our clients crystal clear advice that you can trust to ensure you’re on the right track for retirement.

 

Savings and Investments

 

Whether you’re considering long-term investments for the first time, or have an existing portfolio, we offer personal advice based on your individual needs, objectives and experience.

 

Our Approach

 

All the advice we give is “joined-up”. For example, we’ll take into account your tax position and ensure that any investment advice we give you is tax-efficient and preserves your family’s wealth for future generations.

 

Lets us help you develop your own financial plan and we’ll make sure it's reviewed regularly to make sure your plan becomes a reality.

 

The fee structure for our Financial Planning service is transparent and easy to understand. 

 

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ

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T: +44 (0)1179 063 431

E:  contact@planfinancial.co.uk

Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register/) under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 9378889. Registered in England and Wales.

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