1/7

Pensions

We

Answer Your Questions

 

 

1/8

We can advise you on all aspects of Pension planning by answering your questions and formulating a strategy to achieve your pre or post Retirement goals.  

  • Pension legislation is complex as there have been an increasing number of changes over the last few years.  Abbot Associates Ltd can advise you of how to understand and take advantage of all the benefits.  We provide high quality advice on how to avoid the pit falls.  

  • Many clients in the past have accepted mediocre performance in their Pension funds, when good quality, timely advice, can substantially increase their value over the years.  See chart below.

  • When you approach Retirement, good planning can save thousands of pounds in Tax.  You can then take advantage of all your Tax allowances to provide a higher Tax efficient income.  

  • Abbot Associates Ltd advisers have been assisting clients with Pensions for over 30 years and we have a wealth of experience in this area of advice. 

  • Whether you are just starting out,  providing for Retirement or about to take your Pension income, Abbot Associates Ltd can provide you with the right professional advice. 

 

Notes:- The above chart shows the performance of the FTSE 100 index in comparison with the FT250 over the past 5 years to 17/01/2017. As you can see there is a substantial difference in performance over this period. Data supplied by the London Stock Exchange. 

Call Office open 9-5 week days

TEL : 0117 9574006
FAX : 0117 9397668

Email: info@abbotassociates.com


 

Address:-

Abbot Associates Ltd

Elleray House

Beckspool Rd

Hambrook

Bristol BS16 1QZ

Abbot Associates Ltd is Authorised and Regulated by the Financial Conduct Authority.
Abbot Associates Ltd is registered in England & Wales and the Company Registration Number is 2873772
Directors: Paul Currer, Daniel Chard.

We are entered on the Financial Services  Register No. 190792 at  www.fsa.gov.uk/register/home.do

• You should be aware that your property may be repossessed if you do not keep up repayments on your Mortgage or other loans secured upon it.
• Past performance is no guarantee of future returns.
• The value of investments and any income from them can fall as well as rise.
• Changes in currency rates may cause the value of certain funds to fall or rise.

The Financial Conduct  Authority does not regulate taxation advice and some aspects
            of Buy to Let Mortgages.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the financial ombudsman service to help you resolve this please see the following link for further details: -

http://financial-ombudsman.org.uk
• Our recommendations, and any references to taxation are based on our understanding of current tax legislation which may change in the future. Please note: Tax benefits are subject to change and individual circumstances.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Registered in England and Wales No. 3873772 Registered Address: Elleray House Beckspool Rd Hambrook Bristol BS16 1QZ