Financial services

The area of pensions has never been more complex and the need for planning never greater. We advise on personal and company pensions and will assist with scheme selection to help you meet your retirement pension targets. Sophisticated investors may prefer to retain control over their pension through the option of a self-invested personal pension (SIPP), or a small self-administered scheme (SSAS). Again, we can advise on the investment mix, including property purchase, if required and deal with all aspects of set up. On retirement we will advise you on annuities; drawdown or Alternatively Secured Pensions guiding you through the options available.

Are you earning £130,000 or more? Carefully consider your future pension planning following the recent Pre-Budget Report. Will you be aged between 50 and 54 on 6 April 2010? Need to know more? Read our briefing on both these areas The Future of Pensions which can be downloaded in PDF format.

Authorised and regulated by the Financial Services Authority for investment business.

Financial services information

We, at Hardcastle Burton, aim to provide a quality, impartial and personal, financial planning and advice service and as part of this service we aim to deal with our clients on a fair and open basis.

Pensions

The area of pensions has never been more complex and the need for planning never greater.

Protection

You can protect your income should you be absent from work long-term due to illness or injury, or a lump sum can be provided if you suffer a major illness or disease to help alleviate the upheaval this may cause to your lifestyle.

Savings & investments

At a time when stock markets throughout the world have proven how volatile they can be, it could not be more important to ensure that appropriate investments are made.