In an ever changing financial climate, we can give you all the help and knowledge you need to make the right financial decisions for your future.
You may already have workplace savings such as pensions, share schemes and other benefits from the BT Group, but our experience shows that many individuals are unaware of how best to take advantage of them and how to maximise the opportunities that they provide. This is where we can help.
We provide practical guidance on investing tax efficiently and general money management, to help you reach your financial goals. This is provided by a ‘my wealth’ Adviser.
Advice
We provide a regulated financial advice service for clients via a team of qualified and authorised experts. Our advice concentrates on your income needs and any long term growth requirements. We aim to ensure that you are invested in the correct assets for your requirements and that we utilise ISAs and pensions where appropriate to obtain maximum tax efficiency.
We also provide advice in relation to pension planning and retirement. This includes pension opt-out, switching and transfer advice and annuity & drawdown advice.
If you have a large number of shares in one company and feel that your situation is complex please contact us.
Advice from our Advisers includes:
- Managing your money and investing for your future
- Managing your retirement income if you are about to retire
The investment advice we offer is without charge or obligation to you. If you then decide to follow our recommendations and become a client, our clear and simple pricing will ensure at all times you know exactly what you’re paying.