Investments and Retirement planning

The world of investments can be quite confusing for most people, particularly those with minimal experience in such matters. Add this to the fact that share prices fluctuate and the sheer complexity of the jargon that goes with investment products, it is totally understandable why you would opt for professional help and advice.
At Ideal Financial Solutions, we can help steer you through your options, offering impartial guidance on the investment vehicle which is right for you.

As we have your best interests at heart, we can find a solution for most people, offering you advice to suit your circumstances and taking account of your attitude to risk and more importantly your capacity for loss.

Whether you’re looking to invest for your future retirement or it’s time to assess your past savings and provisions, our qualified Advisers can help you to make the important decisions for your financial future, whether is having a saving account for the future or start your own website to promote a product using the Salterra Affordable SEO to help you with the marketing of the site.

When was your Pension last reviewed?

We all look forward to the day when we can retire. But the truth is, there won’t be much to look forward to if you don’t plan ahead for your own retirement.

So when was the last time your current pension provisions were reviewed? Chances are, that like many other people we see on a weekly basis, it was a while ago. It may seem a long way away, but decisions you make now will help shape how your eventual retirement will look.

Who’ll pay for the holidays? Golf or other activities? Eating out? Christmas?

To ensure your provisions are on track, have low costs and suit your attitude to risk and capacity for loss, then let our qualified Advisors review your needs.

New legislation effective April 2015 changes the face of Pension Decumulation

For a complete review of all the options available, contact our industry qualified Advisors and make the right choice for you and your loved ones.
Please visit the Government designated website for more information regarding taking your retirement income.
 

 

 

A fully managed, low cost online ISA and Pension investment service designed and tailored for you without any advice fees. Click here for more information.


Contact details


Ideal Financial Solutions
50a Willis Way,
Poole, Dorset
BH15 3SY

01202 916488



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Take a look at our Client Agreement

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