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

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

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 …

Creating Wealth for Children

James Rixon All, Article, children, family, Investment, kids Leave a Comment

Nurturing the future – investments to provide a flying start in life. Whether you’re a relative, parent, grandparent or a friend, investing for a child’s future is one of the most important things you can do. For any investor, time is a powerful ally – so where you are investing on behalf of children, you start with a great advantage. …

Stocks & Shares Individual Savings Accounts

James Rixon All, Article, Investment, ISA Leave a Comment

Stock markets may be a riskier home for your savings, but higher rewards may be possible if you plan and take a longer-term view. Over longer periods, stocks and shares tend to deliver a superior return to cash, despite periodic bouts of volatility… Read more here: Guide to Stocks & Shares ISA