Investments and Pensions
Investments and Pensions
We work closely with our sister company Unity Financial Consultants to offer access to pension and investment advice. Unity Financial Consultants LLP is run by Matt Deazeley and his team who have over 30 years financial and investment management experience.
Matt will work with you to create an investment plan that balances your key objectives with your attitude to risk, accounting for your current and potential tax position. We will also develop the best investment management plan for you, to help ensure that your money is working as hard as possible to help you achieve your goals.
Investments
Creating and maintaining the right investment strategy is vital to achieving your financial goals.When it comes to planning for you and your family’s financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve.
Our experienced investment advisers are completely independent and can help you access the whole investment market, advising on the most appropriate choice for you and your family.
Pensions
Retiring is no longer a standard, singular event. As you get older, you may want to reduce your working hours, access capital to repay mortgages and other debt, make the most of your health and take those holidays you’ve been thinking about or support your children and grandchildren with their key life events.
It doesn’t matter how old you are, or at what stage of retirement preparation you are at, if you take control of your financial planning now you can be confident that you’ll be able to afford the retirement lifestyle that you have in mind
All pension and investment advice is provided by United Financial Consultants LLP who are authorised and regulated by the Financial Conduct Authority reference 809231. Please note that the Financial Conduct Authority do not regulate some forms of tax advice. The value of an investment or income from it can go up as well as down.