Financial Services
Savings and Investments in Bromley
Savings and Investments
Planning for your future......
Making the most of your money, both for now and for the future, for you and your family, is a crucial part of your journey through life. We have years of experience helping people plan for their long-term financial future. Let us show you how setting financial goals can help with overall financial planning, and how to match financial products and goals
Planning for your future.
If you are thinking about investing for the future, whether for a lump sum for your retirement, a pension, your children's education or simply for a rainy day with all the possibilities open to you may find the prospect of choosing the rights savings and investments a little daunting.
If you want to give your child a good financial start in life, you need to think about saving for your child. Simply saving a regular amount each month for 15 to 20 years will make a huge difference to their future. Obviously the best time to start saving for your child's future is from the day they're born. However, no matter what age your child is, the right time to start savings is now.
Find out what types of pension are available, how they work, how much you can get and where to get advice, how tax relief on pension contributions works and how it's paid
Learn about the different types of pension schemes available - from the State Pension to Private and Company Pensions
If you don't save for your retirement now, it will be too late when you get to retirement.
As an existing homeowner, you have an asset that's worth quite a lot of money. You could have a happier Retirement with Equity Release, sometimes called a 'lifetime mortgage' or a 'home reversion plan' you could unlock some of the capital that's tied up in your home without having to move and use the cash to get the most from your retirement.
- You could get a cash lump sum to help you fund the retirement you deserve
- You can continue to live in your home until you die or go into long-term care
- Taking a lump sum, plus the costs, will reduce the value you have in your home, possibly to nothing, and therefore the value of any inheritance you leave.
- Your entitlement to tax and welfare benefits may also be affected
To understand the features and risks ask for a personalised illustration.
Minimum age and property values apply. For your further information please be advised that we are only able to offer a 'lifetime mortgage'
Talk to us now to discuss:-
- ISA's
- Pensions
- Children's Savings
- Investment Bonds
- Equity Release
- Guaranteed Structured products
- Mutual Funds
- Offshore
If you are concerned about your family and your future, with our expertise we can offer you impartial advice on a whole range of savings and investments and answer any questions you may have, contact us now.......