Tag: investments dorset



Foxed by Pensions?

Pension commencement lump sums, drawdown contracts, annuities, crystallised and uncrystallised schemes, widows benefits, taxable lump sums…all a little daunting. Making the most of your hard earned pension savings can be complicated. Perhaps you are unsure if your investments are on track, the most tax efficient way of funding your retirement or have accumulated multiple pension […]

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7 steps to finding your perfect IFA

Published on 8 June 2021
Categories: Commentary
Tags: , ,

It’s no surprise that I am a fan of sound independent financial advice. I have seen the difference it can make to life goals, peace of mind and the bottom line.Your wealth, money, financial aspirations are extremely personal, so appointing a professional you can trust, like and help you achieve the best financial outcome is key…

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