As busy professionals it is almost impossible for you to keep pace with the changing pattern of financial planning. Since A day (April 2006) the changes to pensions have been dramatic and the possibilities now are quite different from what they were. No need ever to buy an annuity again for example. And you can leave your pension fund to the next generation, in the right circumstances. We believe that our approach to advice is unique in that we can offer:
- A comprehensive review, if required, of your current position – without cost or obligation;
- Research from the whole of the market – because we are not tied to anyone;
- In-house expertise, with full accountancy backing, on all aspects of financial services including IHT and Retirement Option Planning. We can show you what the possibilities are and what to do next. We have a worksheet to help you find out what your retirement target should be. Try it?
We work either fee or commission based and the choice of which route to take is entirely yours. If you would like to talk to us about any of these points we would be glad to advise. There is no commitment or fee and we can outline things in more detail on the telephone, or at a meeting. E-mail: mark@malthouse.com or steve@malthouse.com
Date:11 July 2006
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