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

Jordan Atkinson Investment, Pension, retirement Leave a Comment

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 …

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 …