Financial Planning is the process of identifying the goals you want to achieve and creating a plan for your finances to help you achieve them. A good financial plan which is reviewed regularly, will help you to work out what is most important to you and increase your chances of realising your objectives.
Jonathan Walker is one of Britain’s top rated financial advisers having received the highest volume of positive client reviews on VouchedFor in the last 18 months and as featured in The Sunday Times newspaper.
The Pension Drawdown Company is an award winning Chartered practice. So what does it mean to work with a Chartered Financial Planner? What are the benefits?
This video is provided by the Chartered Insurance Institute (CII) and therefore The Pension Drawdown Company are not responsible for the content.
The value of investments and income from them may go down. You may not get back the original amount invested.
A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of reliefs from taxation, are subject to change.
Taking withdrawals may erode the capital value of the fund, especially if investment returns are poor and a high level of income is being taken. This could result in a lower income when the annuity is eventually purchased.
The value of investments and income from them may go down. You may not get back the original amount invested.
A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of reliefs from taxation, are subject to change.
Taking withdrawals may erode the capital value of the fund, especially if investment returns are poor and a high level of income is being taken. This could result in a lower income when the annuity is eventually purchased.