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Have you got lots of papers from pensions or investments that you have not looked at in years? Do you know what they are worth? Are they invested correctly?
These are the sort of questions our clients have been asking for years.
At Derbyshire Booth we provide personal financial management for individuals, creating a coherent step by step plan to organise your finances and help meet your long term objectives whether they are retirement, investment or income.
As professional independent financial advisors, we offer advice on different aspects of financial management, including pensions advice, forecasts and reviews, retirement planning, annuities, investment reviews and management, and wealth management.
We are on the register for the pension guidance guarantee. That means when you get guidance from the Money Advice Service, we are on the recommended adviser list if you need to find an IFA in Leyland, Preston, Blackpool, Southport or the wider Lancashire region.
Authorised to deal with many forms of financial services, we specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.
If any of these questions sound familiar then we can be of help to you:
Unless you have a background in finance, the odds are that you will not know the answer to these questions.
At Derbyshire Booth we listen to your needs, and offer clear, no-jargon advice on the most appropriate financial services to meet your personal circumstances.
The Death of the Pension Death tax
Your pension pot will no longer be subject to the 55 per cent ‘death tax’ if it is passed on to your next of kin when you die, Chancello...Read More...
Death benefits & passing on your pension
I have found over the years as an IFA, that people are often confused by the what happens to their pension after they die. I find myself o...Read More...
If you can’t remember the last time you reviewed your pension and saving, now might be a good time to give your hard earned savings a reva...Read More...
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