Investments & Pensions


The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.

Pensions.

Whether retirement is a long way off for you, or just around the corner, having an adequate pension plan in place is absolutely crucial.

We can now expect to live well into old age, but the state pension can no longer be relied upon to support us. To enjoy the fulfilling and active retirement that you deserve, you need to make provisions today, so that you can be sure that tomorrow is taken care of.

It is never too early to start paying into a pension and never too late to boost an existing one. We can help you with both of these areas.

Perhaps your existing pension could be better invested, giving you a higher return on retirement, with a less expensive provider? Maybe you feel confused by the dizzying array of options and complex landscape?

Let us guide you to the best option for your circumstances and make providing for your future as pain free as possible. We can help you to find the plan that will allow you to achieve the lifestyle that you want.

 

Investments & Savings.

In today’s challenging market, you need to know that your investments and savings are working as hard as possible for the objectives you have set. Maybe you simply want them to achieve the best possible growth rate, or perhaps you intend to live off them. Whatever your aims are, we can take you through all the options step by step, putting you on the road to achieving them.

The advice we offer is tailor made for your individual circumstances, ensuring the options we offer are right for you and as tax efficient as possible. We will take into consideration how long you wish to save for, whether you want to make regular savings or invest a lump sum, and your attitude to investment risk.

We regularly review your savings and investments strategy, ensuring that it still meets with your requirements well into the future, taking into account any change in your circumstances.

We offer advice on the following:

  • ISA’s
  • Investment Funds
  • Investment Bonds
  • Mutual Funds
  • Offshore
  • Guaranteed/Structured Products

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Puleston Wealth Management Ltd. Registered in England and Wales under No. 08389899. Registered office address: Springside 21 Arley Road, Appleton, Warrington, Cheshire, WA4 4RN.

Puleston Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.  Intrinsic Financial Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and Intrinsic Mortgage Planning Limited under reference 440718.

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.