MATTHEW SLESSOR WEALTH MANAGEMENT
When people think pensions they tend to think of Final Salary Schemes, Private Pension arrangements and State Pensions.
However, income in retirement can take many forms.
Your income could also include rental payments, dividends from shares, Unit Trusts or ISA’s, deposits, income from Insurance Bonds or even Trusts.
As part of the financial planning process, Matthews role is to help you minimise the tax you pay and maximise your long term returns.
Unfortunately, due to a lack of public trust some consumers have in the financial services community, people choose to go online and purchase an annuity with the same provider, and often, are regretful in not having taken qualified advice.
Consumers are advised by the FCA to shop around when looking to purchase an annuity as they may qualify for higher rates of return due to their personal circumstances.