Burnett Financial Planning
Independent Financial Adviser covering Investments, Pensions, Protection. I offer a free initial mee
I offer a free initial meeting and can review your existing Isa's, Bonds.
There's nothing quite like genuine client reviews to give you an idea of how a company looks after its clients!
A message to all our little Year 6 buddies and superstars taking SATs this week - you are ALL amazing!
Royal London have announced 'profit share' for the 7th year running. Royal London are a mutual, which means that they aren't owned by shareholders so profits are passed back to members by way of fee discounts - this is one of the reasons Royal London are so competitively priced and one of our most recommended providers. For more about Royal London's profit sharing take a look here, or better yet, get in touch and we'll be delighted to see whether Royal London can help your retirement plans!
ProfitShare and Membership explained - Royal London We'll aim to boost your retirement savings by adding a share of our profits to your plan each year.
Did you catch the Martin Lewis Money Show segment on purchasing extra 'national insurance credits' to boost your state pension? At the time the deadline was the end of March but we've just been told this has been extended to 31st July 2023! We can't state strongly enough how important it is to check this, even if you decide to do nothing about it at least you have the chance to consider it!!! Here's a handy link to information on how to check your contributions https://www.moneysavingexpert.com/news/2023/02/martin-lewis-urgent-state-pension-boost/ and as always, if you would like to chat through your options once you've checked your position we're happy to help!
Martin Lewis: Less than six weeks left for millions to boost their state pension by £10,000s – and some can do it for free If you're aged under 70, you have just weeks left to boost your state pension by £1,000s or even £10,000s – so check NOW.
"Pensions about to go bust" - or at least that's what the press would have you think! What they've not made clear is that the wobble yesterday ONLY affected Defined Benefits pensions and not ALL pensions, and was quickly put to bed by the actions of the Bank of England - if only the press gave a balanced and unbiased report and not this sensationalist headline reporting!
Congratulations to Darren for being awarded a 'Top rated Financial Adviser' accolade by Vouched For in conjunction with The Times Newspaper! We know he's amazing, but its great to see his hard work and dedication to his clients being recognised by such prestigious companies - no wonder his clients refer friends and family to him!
Coming up to retirement? This brochure by the Money Advice service gives practical and impartial advice!
We are always available for a chat though if you want something a bit more specific to your circumstances and pension pot, so please do give us a call for a free review from a local independent financial adviser!
https://thepeoplespension.co.uk/wp-content/uploads/2019/01/Money-advice-service.pdf
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Independent Financial Adviser covering Investments, Pensions, Protection.
Whether you’re just starting out, or have an established nest egg, regular reviews, updates and changes are essential to keep your plans on track. If you’d like a completely free and no obligation initial chat please get in touch and we’ll be happy to help.
[email protected] ♦ 0161 507 7722
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136 Carrington Lane
Sale
M335WL
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Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
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