Retirement Planning
Whether retirement feels a long way off or is fast approaching, having a robust pension plan in place is one of the most important financial decisions you can make.
We are living longer than ever before, and with the state pension alone unlikely to fund the retirement you have in mind, making provisions today is essential to securing the lifestyle you want tomorrow.
It is never too early to start building your pension, and never too late to improve one you already have. Perhaps your existing pension could be performing better, or held with a more cost-effective provider. Perhaps you find the range of options overwhelming and simply don’t know where to start. Whatever your situation, we will take the time to understand your goals and guide you towards the most suitable solution — making planning for your future as straightforward as possible.
Investment Planning
In today’s challenging financial environment, it is more important than ever that your savings and investments are working effectively towards your objectives.
Whether you are looking to maximise growth, generate a regular income, or simply make your money work harder, we will walk you through your options clearly and help you build a strategy tailored to your individual circumstances.
Our advice takes into account your investment timeline, your attitude to risk, whether you wish to save regularly or invest a lump sum, and the most tax-efficient approach for your situation. We then review your strategy on an ongoing basis, ensuring it continues to meet your needs as your circumstances evolve.
We offer advice across the following:
- ISAs
- Investment Funds
- Investment Bonds
- Mutual Funds
- Offshore Investments
- 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.
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
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 Quilter Financial Services Ltd (QFS) , who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Ltd (QFS) is entered on the FCA register under reference 440703 https://register.fca.org.uk/s/