Swindon Financial Planning

Phone: 01793 487143
Home
About Us
Contact Us
Site Map
Pensions
Investments
Asset Management
Insurance
Mortgages
Will Writing
Welcome to my website
 
A secure financial future depends on putting the right plans in place now.  I help my customers do just that by providing long-term financial solutions to take them to retirement and beyond. 
 
I will carry out research to understand each customers’ individual needs and requirements.  I'll then work with you to ensure the correct planning is put in place and is then continually reviewed to ensure it remains suitable.  At a time when work and lifestyle patterns are evolving and people are living longer, I believe planning ahead is more important than ever before. 
 
Please enjoy browsing through my website and if you would like to find out how any of the subjects covered relate to your own personal situation and requirements don't hesitate to contact me.
 
Kind regards
 
Neil
 
Neil Parker
Financial Adviser
 
 ****Hot topic****
 In April 2010 the minimum retirement age will be increased from 50 to 55.  If you fall within that age range phone me today on 01793 487143 to review how this change will affect you.
 
Pension A-day was introduced in April 2006 and consolidated all previous pension regimes into one set of rules.  It is therefore vital that you review your pension provisions if you have not recently done so.  Many old style pension policies have high charging structures and limited investment choice.  It is now possible to review your situation and see if it is beneficial to transfer to a more flexible and lower charging policy.  This is especially useful if you have a number of different policies that you would like to bring together under one roof that is easy to review in the future. 

To discuss any areas covered in this website please contact me at: 

Neil Parker
Phone: 01793 487143
Mobile: 07968 586449
 
 
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.