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.
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.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
I carry out extensive 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.
It is now possible for anyone over the age of 55 to take the full pension as a lump sum rather than having to purchase an annuity. This makes pension saving much more appealing so please contact me to discuss your options.
The state pension age has been pushed back in recent years with the indication being that this will be extended even further. It is therefore vital private retirement planning is put in place with plenty of time if you'd like to retire early and have some enjoyable years after your working life. Even saving a little each month could mean a lower retirement age. The sooner savings are put in place the greater the results will be.
The Coronavirus crisis has had a very big impact on fund values but there are things you can do to be best placed to cope with these. Please call me today on 01793 354443 to discuss your options.
Tax treatment varies according to individual circumstances and is subject to change.
Investors do not pay any personal tax on income or gains, but ISAs do pay tax on income from stocks and shares within the funds.
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
Swindon Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718. Swindon Financial Planning Limited is registered as a company in England & Wales. Number 8763093. Registered Office: 40 Osterley Road, Swindon, SN25 1UW
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)