Guide to How to grow your wealth

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Guide to How to grow your wealth Creating a strategy for your investments that match your goals Read more here – Guide to How to Grow Your Wealth

Guide to Protection Planning

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Prepare for every possibility Welcome to our Guide to Protection Planning. Inside we look at the number of key areas that will empower you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations. Read more here  –  Guide to Protection Planning.

Guide to Individual Savings Account Transfers

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Looking to boost the funds in your tax-efficient account? Did you know you can transfer your Individual Savings Account (ISA) from one provider to another at any time? Transferring your ISA to another provider is easy and could boost the funds in your tax-efficient account – but it has to be done right. If you have accumulated a number of …

Guide to Protecting yourself from scams

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Don’t let a lifetime’s savings and investments be lost in moments. Fraudsters are getting more deceitful and ever more successful. Pension and investment scams are on the increase in the UK. Everyday fraudsters are using sophisticated ways to part savers from their money, and the Internet and advances in digital communications mean these kinds of scams are getting more common …

Guide to Investing

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Creating and maintaining the right investment strategy to secure your financial future. Welcome to our Guide to Investing. It might seem complicated – and it isn’t for everyone – but investing can make your money work a lot harder. Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your money to earn …

Guide to Retirement Planning

Jordan Atkinson family, Investment, Pension, retirement Leave a Comment

Guide to Retirement Planning Creating the opportunity to enjoy your life after work Welcome to our Guide to Retirement Planning. In recent years, retirement has become more about the opportunity to enjoy your life after work. Your finances are a huge part of achieving that. With the maximum State Pension currently £8,546.20 (2018/19) a year, you’ll need to decide if …

Guide to Estate Preservation

Jordan Atkinson family, IHT, Investment, Stock Markets, Uncategorized Leave a Comment

Guide to Estate Preservation Passing on your wealth in the most tax-efficient way. Welcome to our Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequence. Read more here : Estate Preservation

Chapel Road Launch Review

Jordan Atkinson Article, Investment, Lead, Worthing Leave a Comment

We had our official Launch Day  on Thursday 12th April for our new shopfront premises at 31 Chapel Road, Worthing. Excellent finger food by Chris & Zoe Lush of Nile Rose Catering- the cheese straws were special- was washe down by wine and soft drinks; around 65 clients and business contacts attended. There were excellent conversations and already we are …

Guide to Income Investing

Jordan Atkinson Article, Investment, ISA, Pension, Stock Markets, Uncategorized Leave a Comment

Guide to Income Investing Investing for income means choosing assets that are able to provide you with a regular income. This is in contrast to investing for growth, which focuses on how much your assets could gain in value. In our Guide to Income Investing, we consider the main investment asset classes that are used to generate a regular income. …

The Mellor Practice is expanding!

Jordan Atkinson Investment, ISA, retirement, Stock Markets, Worthing Leave a Comment

The Mellor Practice is expanding! We are opening our second office next week 12th April – 31 Chapel Road Worthing BN11 1EG. This is in addition to our existing premises just outside Arundel. For some time I’ve wanted us to be more visible and we are now right in the heart of Worthing. It’s important to us that we can …