Individual or Group company pension schemes. About Us It's not really about money – it's about making sure you are doing everything you can to look after your Wealth and Health by putting in place the appropriate family or business financial protection and retirement plans. You can buy most financial products on-line on the web you can even write your own Will on-line and have it E-mailed to you. But how can you be sure that what you are purchasing is appropriate and suitable for your needs and that it is good value for money?
It's About Money Financial Services Limited offers independent financial advice. We are fully independent and impartial; we are not linked to any bank insurance company or investment house. We provide financial planning services to private individuals and to those running their own businesses either self-employed in partnership or within a limited company.
Access to the latest research tools covering every pension provider in the UK.
We conduct pension plan reviews including fund performance. Our Services We offer independent financial advice based on your circumstances and needs. We are fully independent and not linked to any bank, insurance company, or investment house. We provide financial planning services to help you protect your wealth and health and to move towards the achievement of your goals. Our services can be paid for by either pre-agreed fees, provider commission (fully disclosed), or a combination. An initial meeting is at our expense and without obligation. Pensions We are able to assist you with projections relating to existing pension plans, and to advise on Group Pension scheme requirements. How are you going to create that pot at the end of your rainbow ? Do you know how much you will need in the pot to achieve the kind of pension you want and deserve ? The pot that will provide you with your final “salary" in your retirement can be, and should be, a mixture of many different assets capable of providing you with a pension income. Some people are building property portfolios, some hefty ISA funds, some are making regular contributions into a personal pension plan, and others are planning to sell their businesses to provide a lump sum that can be used to generate an income in retirement. Unfortunately non of us know what the economic circumstances will be when we reach the time that we decide to take our retirement income. Capital gains and/or income tax could be much higher than today, or the stock market or property prices could be depressed just at the wrong time. So, retirement planning is even more important than ever. Our retirement planning service will help you determine the most appropriate strategy for saving for your retirement. Insurance At It's About Money Financial Services we firmly believe that every family should regularly review the level of financial protection it needs to ensure that it covers any risks. We help you to consider those risks and discuss which products or plans would be the most appropriate to meet your needs. Investments Investment portfolios revolve around 4 key asset classes : Cash, Fixed Interest Securities, Equities, and Property.
The precise combination of these asset classes will be determined by a number of factors such as your attitude to risk, and the level of capital growth or income that you require, your timescales, and your current tax status. Trading Since 2010