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 …

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

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. …

Lifestyle Planning

Jordan Atkinson family, future, Investment, Lifestyle, long term care, Pension, security, Stock Markets Leave a Comment

Helping you create the life you want. In our guide, we’ll help you identify where you are today and where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life. To find out more or to discuss how a comprehensive financial plan can support your lifestyle goals, …

Stock Market Turbulence

Jordan Atkinson Investment, Stock Markets Leave a Comment

Guide to Stock Market Turbulence Don’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …

Long-Term Care

James Rixon All, Article, family, long term care, Protection Leave a Comment

Supporting self-care activities and independent living in later life. Rising life expectancy brings with it the challenge of how we fund our future care costs. The question is: who is responsible for looking after us if we need care in old age? Read more here: Guide to Long-Term Care

How flexible is your Pension…? (Case Study)

James Rixon All, Pension Leave a Comment

Mr D is reducing his hours at work from 5 days to 3 and needs to top up his income from his pension savings, with a view to increasing the income drawn down when he retires fully in 5 years. He contacted us with questions on the options open to him. He does not wish to use annuities as this …