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November 26, 2020

Pension Matters and Freedoms

Good Morning/Afternoon Pension Matters and Freedoms and the importance of Independent Financial Advice An article in last weekend’s ‘The Sunday Times’ highlights the importance of gathering professional expert Independent Financial…

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February 14, 2020

We love our clients ….

Good Afternoon We love our clients ………….. At Retirement Pension Health Check – Ensuring Good customer outcomes. Click the link to read the Questionnaire: https://mcusercontent.com/03161d6ca4cecca6092a0798c/files/846662cf-4102-4478-a73e-8162964fde0c/At_Retirement_Pension_Health_Check.pdf Individual Savings Accounts Health Check…

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December 4, 2019

Pension Tax reminders

As there was no 2019 Budget – given the General Election being called, we thought we should provide a ‘reminder’ to our clients in respect of claiming Pension Tax Relief.We…

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