Investments

When you are retiring you savings and investments are equally as important as your pension.  It is likely that you income is going to drop and you may not be
able to save money each month to build up your reserves.

Therefore managing your capital correctly and making the most of it becomes even more important.  Some objectives may be:
  • Using the capital to provide an income
  • Ensuring the capital is keeping ahead of inflation
  • Paying as minimal tax as possible on the capital
  • Safeguarding the capital.
All situations are different and it is for that reason that financial advice should be sought with your capital.  There are many options available and this is to ensure that the right financial products are used to match your objectives.

Our expert retirement and investment advisers are fully independent and that means that they are working for you as an individual and not for a specific investment company.

To get a free consultation simply fill in your details below and we will in contact to discuss your needs with you

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 Authorised and regulated by the Financial Services Authority.  The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Registered Office: Premier Financial Planning Ltd, Ladymead House, Pound Lane, Bishops Lydeard, Taunton, TA4 3AY Registered in England and Wales Number: 6697578 Telephone: 01722 717427

Your Free Guide To Retirement Options