Topic: Retirement

Do you have enough money to retire comfortably?

Posted on March 3, 2014 by - Retirement, Wealth Creation

New data shows consumer confidence improving but worry is still strife
Data recently released by Aviva shows that over half (55%) of UK consumers worry that they will not have enough money to provide an adequate standard of living when they retire, with 18% of consumers saying they do not hold any form of savings or long-term investment products. Almost the same proportion of consumers (49%) think they will have to work beyond the normal retirement age. (more…)

Pensions lifetime allowance changes on the horizon

Posted on March 3, 2014 by - Retirement

The countdown clock is ticking– will you be ready?
It is estimated that potentially over 360,000[1] people could be affected by the new pensions lifetime allowance (LTA) changes, according to HM Revenue & Customs (20 March 2013). If you are one of these people, you will need to act fast, and we recommend that you contact us immediately or you could miss out on the opportunity to protect yourself from an unnecessary tax charge. (more…)

Tailored investment solutions

Posted on March 3, 2014 by - Investment, Retirement

Expert, flexible approach to accumulating and managing wealth
We provide clients with an expert, flexible approach to accumulating and managing their ealth. Understanding your financial circumstances is crucial in making sure we tailor the right investment solutions for you. Regardless of what stage of life you’re in, we can help you to protect and grow your wealth. (more…)