I am over 50 & a working professional
“I am Richard and I’m married to Margaret. I am the Senior Partner in a busy legal practice.
Our children have all fled the family nest, but we find ourselves dipping into our savings to help the children get on the housing ladder.
My pension funds are all over the place – I had money with Equitable life at one point!
I would like to sit down with someone who can summarise where I am now with my accumulated pensions, and point me in the right direction until I retire. Or should I invest in ISAs or VCTs instead?”
You are likely to be busy and focussed upon your work. Your thoughts are turning to “how and when do I retire?”, with sufficient assets to enjoy your retirement.
You know that you should give more time to your investments, pensions and financial matters, but your main priority has been your career advancement.However, you are aware of the radical pensions reforms announced in 2014, & wondered how they will specifically affect you.
You need someone who is trustworthy, knowledgeable, accessible and suitably qualified to advise you. You also want to avoid as much paperwork as possible, and so your advisers need to have embraced technology within their business.
You would like to be advised by a firm that has many years’ experience of advising Chartered Accountants, Solicitors and other Professionals.
You would want a clear explanation of the pros and cons of pursuing a certain course of action, and the cost of doing so.
We believe we can help you.Click on the links below to find out more or use the buttons to get in touch.Thank you.
ASPL Wealth Management Service
Constructing, managing and reviewing your investments.
Planning now can help ensure that your beneficiaries receive more of your wealth whilst making at least adequate provision for you and your spouse in future years.
We can introduce you to Accountants, Solicitors, Stockbrokers etc.
Protecting your Family / Business
Providing for your family or business in the event of death or illness.
Personal Tax Planning
Ensuring that your Assets are owned and arranged tax-efficiently.
SIPP/Premises Purchase Service
For Clients who wish to consider using their pension(s) to purchase a business premises.
Other Complementary Services
Online Valuation Service
Access to your portfolio valuation 24/7.
Regular, comprehensive, portfolio and insurance valuations prepared.
“Remove the Hassle” Service
We can consolidate your investments and insurances, if appropriate, and reduce your paperwork and administration.
Second Opinion Service
You may have received Professional Advice that you would like a review of.
ASPL Administration Service
Contact our excellent support team with any Administrative queries.
ASPL Direct Service
For those Clients who require less personal attention, but access to all our Services.
Consistently friendly, helpful, prompt and respectful.Mr & Mrs F - Gloucestershire