97 High Street
Billericay
Essex
CM12 9AJ
Call us today on
01277 630873
or
Authorised and Regulated by the Financial Services Authority
INDEPENDENT FINANCIAL ADVICE CENTRE
You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.
Your home is at risk if you do not keep up the payments on a mortgage
Investment Strategy :- It is important that you have a tailor made investment strategy aimed at maintaining the income and capital value of your pension fund.
We can do this by utilising our experience and sophisticated planning tools that draw on thousands of items of historic data.
Charges:- No one likes to pay more than necessary and if we can keep your costs down, your investment funds do not have to work so hard to maintain the income. We aim to do this by charging only 1% of money invested as a set-up fee (excludes tax free cash) and 0.5% of the fund value per annum for ongoing advice, which is not direct property related. The charges can be paid as a fee or deducted from the fund.
Also we also only use competitive charged SIPP plans where we can usually invest in funds for a fraction of the normal price.
For more information on the basics (Key Features), contributions, transfers, investments, members benefits, death benefits etc and you can visit the SIPP Centre site by clicking the link below
SELF INVESTED PERSONAL PENSIONS
THE ADVICE CENTRE - making sense of a complicated world