Pensions Investments and Protection

Wealth planning for you, your family and your business
Linking together business and personal tax planning with pensions, investments and protection

 

Dafferns Financial Services Limited is an Appointed Representative of Greyfriars Asset Management LLP which is authorised and regulated by the Financial Conduct Authority.

FREE financial planning review meeting for you or your business

Every Dafferns client qualifies for a FREE annual review with Dafferns Financial Services

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Pensions

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself

  • How much income will you need when you retire?
  • When are you planning on retiring?
  • Are you aware of all the pension possibilities open to business owners and directors?
  • Do you have the right type of pension?
  • Are you making full use of all your allowances?
  • How well are your pension investments performing?
  • Will your current rate of pension contributions be enough?

 

SIPPs and SSASs

Working in partnership with Greyfriars Asset Management we can help clients who want to take more control of their own pension affairs to directly control their own investments

Investments

Do you have the right balance between savings and investments, and between high and low risk exposures?

This is a difficult time for investors. With the base rate still at 0.5%, and unlikely to rise significantly for some time, returns from cash are often negative in real terms. At the same time world markets are very volatile. Investment in equity based options have generated negative returns for most in recent months.

So where can investors go?

There are options that can still provide strong returns provided investors understand exactly what they are investing in. Why not let us help you to find the right balance?

Wealth Management

Working in partnership with Greyfriars Asset Management, we can help to create the right conditions for growth. We can help you and recommend solutions tailored to your particular needs.

To find out more or to discuss how we can help you, please contact Steve Wheatcroft

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Protection

Do you have adequate life assurance?

What would happen if you or a business partner were unable to work though ill health?

Do you have Keyman insurance, life assurance, or relevant life assurance through your company?

It is vital that you and your family are protected. If you died, how would your business continue and what would your family be able to do?

Have you made provision for long-term care and medical insurance for you and your family  in your later years?

FREE financial planning review meeting for you or your business

Contact Steve Wheatcroft for a FREE initial planning review.

Contact us